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 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-259- 2.73% |
$12.2K - $13.8K
|
9.24K
$555K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-264- 4.07% |
$12.5K - $14.1K
|
6.22K
$374K
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-300- 4.11% |
$14.2K - $16K
|
7K
$420K
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-322- 1.04% |
$15.2K - $17.2K
|
30.6K
$1.84M
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-367- 1.09% |
$17.4K - $19.6K
|
33.2K
$1.99M
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-371- 4.45% |
$17.5K - $19.8K
|
7.96K
$478K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-376- 3.15% |
$17.8K - $20.1K
|
11.6K
$695K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-429- 9.2% |
$20.3K - $22.9K
|
4.23K
$254K
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-472- 6.64% |
$22.3K - $25.2K
|
6.64K
$399K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-473- 3.68% |
$22.4K - $25.2K
|
12.4K
$743K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-489- 10.01% |
$23.1K - $26.1K
|
4.4K
$264K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-542- 1.23% |
$25.6K - $28.9K
|
43.4K
$2.61M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-549- 0.93% |
$26K - $29.3K
|
58.7K
$3.52M
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-589- 8.24% |
$27.9K - $31.4K
|
6.56K
$394K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-708- 1.21% |
$33.5K - $37.8K
|
58K
$3.48M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-801- 4.21% |
$37.9K - $42.7K
|
18.2K
$1.1M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-866- 0.95% |
$41K - $46.2K
|
90K
$5.41M
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.21K- 6.79% |
$57.3K - $64.6K
|
16.6K
$999K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 50.27% |
$65.8K - $74.2K
|
1.38K
$82.7K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.63K- 1.77% |
$76.9K - $86.8K
|
90.2K
$5.41M
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.66K- 2.19% |
$78.6K - $88.7K
|
74.3K
$4.46M
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.83K- 13.67% |
$86.6K - $97.7K
|
11.6K
$695K
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.25K- 3.26% |
$107K - $120K
|
66.8K
$4.01M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 8.63% |
$138K - $156K
|
30.9K
$1.86M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.99K- 2.86% |
$141K - $159K
|
102K
$6.1M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 19.83% |
$143K - $162K
|
12.3K
$736K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 10.87% |
$196K - $221K
|
34K
$2.04M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.57K- 12.24% |
$216K - $244K
|
32.8K
$1.97M
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-5.53K- 35.75% |
$262K - $295K
|
9.95K
$597K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.77K- 60.87% |
$367K - $414K
|
4.99K
$300K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.77K- 44.06% |
$462K - $521K
|
12.4K
$745K
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.7K- 49.92% |
$741K - $836K
|
15.7K
$945K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67.5K- 89.16% |
$3.19M - $3.6M
|
8.21K
$493K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68.7K- 82.43% |
$3.25M - $3.66M
|
14.6K
$880K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-70.3K- 85.17% |
$3.32M - $3.75M
|
12.2K
$735K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-79.4K- 93.81% |
$3.75M - $4.23M
|
5.24K
$314K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.7K- 35.32% |
$4.19M - $4.73M
|
162K
$9.75M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-176K- 30.36% |
$8.31M - $9.37M
|
403K
$24.2M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-436K- 92.45% |
$20.6M - $23.3M
|
35.6K
$2.14M
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-563K- 98.04% |
$26.6M - $30M
|
11.3K
$678K
|