Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
202K+ 24.57% |
$7.63M - $8.9M
|
1.02M
$51.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 87.9% |
$5.95M - $6.95M
|
336K
$16.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
96K+ 57.06% |
$3.63M - $4.24M
|
264K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48K+ 89.95% |
$1.82M - $2.12M
|
101K
$5.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
42.5K+ 42.49% |
$1.61M - $1.88M
|
143K
$7.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.4K+ 2493.93% |
$1.41M - $1.65M
|
38.9K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.8K+ 13.08% |
$1.2M - $1.4M
|
274K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.9KNew |
$942K - $1.1M
|
24.9K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.8K+ 8.22% |
$863K - $1.01M
|
300K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.4KNew |
$622K - $726K
|
16.4K
$824K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 112.69% |
$605K - $705K
|
30.1K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
12.5K+ 23.89% |
$475K - $554K
|
65K
$3.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
12.1K+ 89.26% |
$460K - $537K
|
25.8K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
11.3KNew |
$426K - $497K
|
11.3K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$385K - $449K
|
10.2K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.62K+ 37.38% |
$364K - $425K
|
35.3K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53KNew |
$361K - $421K
|
9.53K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.55K+ 20.97% |
$324K - $378K
|
49.3K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.59K+ 42.16% |
$288K - $336K
|
25.6K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.35K+ 87.34% |
$240K - $280K
|
13.6K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.29KNew |
$238K - $278K
|
6.29K
$316K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.11KNew |
$231K - $270K
|
6.11K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.57K+ 54.6% |
$211K - $246K
|
15.8K
$790K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.37KNew |
$203K - $237K
|
5.37K
$269K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.13K+ 38.07% |
$194K - $227K
|
18.6K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.87K+ 4.23% |
$184K - $215K
|
120K
$6.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.76K+ 6.47% |
$180K - $210K
|
78.4K
$3.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.55K+ 52.27% |
$172K - $201K
|
13.3K
$665K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.16K+ 29.73% |
$158K - $184K
|
18.2K
$911K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
4.1KNew |
$155K - $181K
|
4.1K
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.09K+ 36.68% |
$155K - $180K
|
15.2K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 28.19% |
$152K - $178K
|
18.3K
$917K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.75K+ 18.85% |
$142K - $166K
|
23.7K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.64K+ 5.47% |
$138K - $161K
|
70.2K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.51K+ 8.78% |
$133K - $155K
|
43.5K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47K+ 10.26% |
$131K - $153K
|
37.3K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.23K+ 33.89% |
$122K - $143K
|
12.7K
$639K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.22KNew |
$122K - $142K
|
3.22K
$161K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.16K+ 9.03% |
$119K - $139K
|
38.1K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.66K+ 16.57% |
$101K - $118K
|
18.7K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.61K+ 18.56% |
$98.7K - $115K
|
16.7K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.37KNew |
$89.7K - $105K
|
2.37K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 18.21% |
$85.1K - $99.3K
|
14.6K
$731K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.06K+ 7.2% |
$77.8K - $90.8K
|
30.6K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.76K+ 67.2% |
$66.6K - $77.7K
|
4.37K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 2.95% |
$49.4K - $57.7K
|
45.6K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 1.52% |
$49.3K - $57.5K
|
87.1K
$4.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.17K+ 5.61% |
$44.3K - $51.7K
|
22K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
992+ 4.84% |
$37.6K - $43.8K
|
21.5K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
931+ 334.89% |
$35.2K - $41.1K
|
1.21K
$60.6K
|