Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 8.12% |
$4.06K - $4.82K
|
1.24K
$61.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90+ 6.0% |
$3.93K - $4.66K
|
1.59K
$78.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
84+ 0.71% |
$3.67K - $4.35K
|
12K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
71+ 1.1% |
$3.1K - $3.68K
|
6.51K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51New |
$2.23K - $2.64K
|
51
$2.52K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44+ 0.22% |
$1.92K - $2.28K
|
20K
$989K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$961 - $1.14K
|
22
$1.09K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$873 - $1.04K
|
20
$988
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$742 - $881
|
17
$840
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.24% |
$655 - $777
|
6.29K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$611 - $725
|
14
$692
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11New |
$480 - $570
|
11
$543
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$218 - $259
|
5
$247
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4New |
$175 - $207
|
4
$198
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.53% |
$87.3 - $104
|
381
$18.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.03% |
$87.3 - $104
|
7.7K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.43% |
$43.7 - $51.8
|
233
$11.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.7% |
$43.7 - $51.8
|
38
$1.88K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 22.22% |
$87.3 - $104
|
7
$346
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 9.38% |
$131 - $155
|
29
$1.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-26- 0.17% |
$1.14K - $1.35K
|
15K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-46- 0.67% |
$2.01K - $2.38K
|
6.83K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-76- 0.22% |
$3.32K - $3.94K
|
33.7K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-101- 25.25% |
$4.41K - $5.23K
|
299
$14.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-128- 1.63% |
$5.59K - $6.63K
|
7.74K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-152- 1.31% |
$6.64K - $7.88K
|
11.5K
$566K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-167- 12.93% |
$7.29K - $8.65K
|
1.13K
$55.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-170- 2.78% |
$7.42K - $8.81K
|
5.94K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-200- 5.41% |
$8.73K - $10.4K
|
3.5K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-218- 1.68% |
$9.52K - $11.3K
|
12.8K
$631K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-230- 2.29% |
$10K - $11.9K
|
9.81K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-339- 5.09% |
$14.8K - $17.6K
|
6.33K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-346- 12.36% |
$15.1K - $17.9K
|
2.45K
$121K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-405- 0.89% |
$17.7K - $21K
|
45.2K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-426- 7.1% |
$18.6K - $22.1K
|
5.57K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-463- 4.99% |
$20.2K - $24K
|
8.82K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-523- 5.89% |
$22.8K - $27.1K
|
8.36K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-572- 1.43% |
$25K - $29.6K
|
39.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-641- 1.68% |
$28K - $33.2K
|
37.5K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-700- 5.08% |
$30.6K - $36.3K
|
13.1K
$646K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.07K- 1.35% |
$46.6K - $55.3K
|
78.1K
$3.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 2.96% |
$50.6K - $60K
|
37.9K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.31K- 20.98% |
$57.2K - $67.9K
|
4.93K
$244K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32K- 3.76% |
$57.7K - $68.5K
|
33.8K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.64K- 15.96% |
$71.6K - $85K
|
8.63K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.75K- 26.82% |
$76.3K - $90.5K
|
4.77K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.84K- 28.74% |
$80.5K - $95.6K
|
4.57K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.16K- 3.92% |
$94.3K - $112K
|
53K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 8.39% |
$131K - $156K
|
32.8K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.14K- 4.4% |
$137K - $163K
|
68.3K
$3.37M
|