Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI UTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$8.61K - $9.71K
|
182
$10.9K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
179+ 3.79% |
$8.46K - $9.55K
|
4.9K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
152New |
$7.19K - $8.11K
|
152
$9.13K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
137+ 3.29% |
$6.48K - $7.31K
|
4.3K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
110New |
$5.2K - $5.87K
|
110
$6.61K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
93New |
$4.4K - $4.96K
|
93
$5.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 1.22% |
$4.35K - $4.91K
|
7.64K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.6% |
$4.11K - $4.64K
|
5.54K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 0.89% |
$3.31K - $3.73K
|
7.91K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.48% |
$3.07K - $3.47K
|
13.6K
$817K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
61New |
$2.88K - $3.25K
|
61
$3.66K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
58+ 0.85% |
$2.74K - $3.09K
|
6.88K
$413K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
51+ 69.86% |
$2.41K - $2.72K
|
124
$7.45K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
48New |
$2.27K - $2.56K
|
48
$2.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41+ 0.58% |
$1.94K - $2.19K
|
7.11K
$427K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
40+ 0.53% |
$1.89K - $2.13K
|
7.58K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37New |
$1.75K - $1.97K
|
37
$2.22K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
37+ 0.85% |
$1.75K - $1.97K
|
4.38K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
23+ 0.1% |
$1.09K - $1.23K
|
23K
$1.38M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15New |
$709 - $800
|
15
$901
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.26% |
$615 - $693
|
4.94K
$297K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9+ 0.65% |
$426 - $480
|
1.39K
$83.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.65% |
$284 - $320
|
931
$55.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.63% |
$236 - $267
|
800
$48K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.65% |
$189 - $213
|
616
$37K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.77% |
$142 - $160
|
395
$23.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.78% |
$142 - $160
|
390
$23.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.61% |
$94.6 - $107
|
330
$19.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.42% |
$47.3 - $53.3
|
238
$14.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 4.55% |
$47.3 - $53.3
|
23
$1.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 50.0% |
$47.3 - $53.3
|
3
$180
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1+ 0.01% |
$47.3 - $53.3
|
7.08K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 25.0% |
$47.3 - $53.3
|
3
$180
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1- 3.7% |
$47.3 - $53.3
|
26
$1.56K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$189 - $213
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7- 4.29% |
$331 - $373
|
156
$9.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-18- 27.27% |
$851 - $960
|
48
$2.88K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-20- 0.16% |
$946 - $1.07K
|
12.9K
$772K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 0.42% |
$1.61K - $1.81K
|
7.98K
$480K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 8.2% |
$1.75K - $1.97K
|
414
$24.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-61- 0.38% |
$2.88K - $3.25K
|
15.9K
$954K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-66- 0.27% |
$3.12K - $3.52K
|
24K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-70- 72.16% |
$3.31K - $3.73K
|
27
$1.62K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-105- 1.83% |
$4.97K - $5.6K
|
5.63K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-111- 5.26% |
$5.25K - $5.92K
|
2K
$120K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-126- 2.03% |
$5.96K - $6.72K
|
6.08K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-204- 0.86% |
$9.65K - $10.9K
|
23.6K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-217- 0.29% |
$10.3K - $11.6K
|
74.6K
$4.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-244- 4.05% |
$11.5K - $13K
|
5.78K
$347K
|