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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
931+ 334.89% |
$35.2K - $41.1K
|
1.21K
$59.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
832+ 8.82% |
$31.5K - $36.8K
|
10.3K
$507K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
679New |
$25.7K - $30K
|
679
$33.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
668+ 4.89% |
$25.3K - $29.5K
|
14.3K
$708K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
607+ 3.83% |
$23K - $26.8K
|
16.5K
$813K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
537+ 53700.0% |
$20.3K - $23.7K
|
538
$26.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
509+ 2.17% |
$19.3K - $22.5K
|
24K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
392+ 4.44% |
$14.8K - $17.3K
|
9.22K
$456K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375New |
$14.2K - $16.6K
|
375
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
285New |
$10.8K - $12.6K
|
285
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
219New |
$8.29K - $9.68K
|
219
$10.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
204+ 0.91% |
$7.72K - $9.01K
|
22.6K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
173+ 3.17% |
$6.55K - $7.64K
|
5.63K
$278K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
110+ 0.94% |
$4.16K - $4.86K
|
11.8K
$584K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
104New |
$3.94K - $4.59K
|
104
$5.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
76+ 1.09% |
$2.88K - $3.36K
|
7.05K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70New |
$2.65K - $3.09K
|
70
$3.46K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
46+ 170.37% |
$1.74K - $2.03K
|
73
$3.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41+ 0.38% |
$1.55K - $1.81K
|
10.7K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
40+ 21.05% |
$1.51K - $1.77K
|
230
$11.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
37New |
$1.4K - $1.63K
|
37
$1.83K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
31+ 96.88% |
$1.17K - $1.37K
|
63
$3.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
29New |
$1.1K - $1.28K
|
29
$1.43K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19New |
$719 - $839
|
19
$939
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.2% |
$151 - $177
|
2K
$99K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.01% |
$114 - $133
|
300
$14.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2+ 8.0% |
$75.7 - $88.4
|
27
$1.33K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.0% |
$75.7 - $88.4
|
66.7K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.31% |
$37.9 - $44.2
|
326
$16.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 4.76% |
$37.9 - $44.2
|
22
$1.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-3- 1.73% |
$114 - $133
|
170
$8.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-16- 20.25% |
$606 - $707
|
63
$3.11K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 0.56% |
$1.14K - $1.33K
|
5.37K
$265K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-42- 0.44% |
$1.59K - $1.86K
|
9.51K
$470K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-68- 0.57% |
$2.57K - $3K
|
11.8K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-77- 4.14% |
$2.92K - $3.4K
|
1.78K
$88K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-86- 1.27% |
$3.26K - $3.8K
|
6.69K
$331K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-95- 0.68% |
$3.6K - $4.2K
|
13.9K
$685K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111- 7.15% |
$4.2K - $4.9K
|
1.44K
$71.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-118- 1.68% |
$4.47K - $5.21K
|
6.92K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-126- 1.13% |
$4.77K - $5.57K
|
11K
$543K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-233- 0.97% |
$8.82K - $10.3K
|
23.9K
$1.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-235- 3.76% |
$8.9K - $10.4K
|
6.01K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-296- 69.48% |
$11.2K - $13.1K
|
130
$6.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-296- 1.92% |
$11.2K - $13.1K
|
15.2K
$749K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-296- 69.48% |
$11.2K - $13.1K
|
130
$6.42K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-299- 3.47% |
$11.3K - $13.2K
|
8.31K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-305- 27.9% |
$11.5K - $13.5K
|
788
$38.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-316- 2.87% |
$12K - $14K
|
10.7K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-339- 5.56% |
$12.8K - $15K
|
5.75K
$284K
|