Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
694+ 7.41% |
$28.6K - $32.1K
|
10.1K
$504K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
692+ 1.93% |
$28.5K - $32.1K
|
36.6K
$1.83M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
590+ 72.57% |
$24.3K - $27.3K
|
1.4K
$70.2K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
579+ 3.93% |
$23.8K - $26.8K
|
15.3K
$766K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
505+ 9.34% |
$20.8K - $23.4K
|
5.91K
$296K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
463+ 18.09% |
$19.1K - $21.4K
|
3.02K
$151K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
401+ 3.94% |
$16.5K - $18.6K
|
10.6K
$529K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
361+ 19.01% |
$14.9K - $16.7K
|
2.26K
$113K
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
353+ 4.79% |
$14.5K - $16.4K
|
7.72K
$386K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
342+ 3.9% |
$14.1K - $15.8K
|
9.11K
$456K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
308New |
$12.7K - $14.3K
|
308
$15.4K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
264+ 4.24% |
$10.9K - $12.2K
|
6.5K
$325K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
250+ 3.92% |
$10.3K - $11.6K
|
6.62K
$331K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
247New |
$10.2K - $11.4K
|
247
$12.4K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
215+ 307.14% |
$8.86K - $9.96K
|
285
$14.3K
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
200+ 3.04% |
$8.24K - $9.26K
|
6.78K
$339K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
183New |
$7.54K - $8.48K
|
183
$9.16K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
153+ 1.02% |
$6.3K - $7.09K
|
15.1K
$757K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
149+ 275.93% |
$6.14K - $6.9K
|
203
$10.2K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
127+ 6.69% |
$5.23K - $5.88K
|
2.03K
$101K
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
124+ 1.51% |
$5.11K - $5.74K
|
8.34K
$417K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$4.12K - $4.63K
|
100
$5K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
74+ 0.67% |
$3.05K - $3.43K
|
11.1K
$556K
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
67+ 0.56% |
$2.76K - $3.1K
|
11.9K
$597K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 1.62% |
$2.72K - $3.06K
|
4.15K
$208K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
51+ 43.59% |
$2.1K - $2.36K
|
168
$8.41K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41+ 0.56% |
$1.69K - $1.9K
|
7.33K
$367K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
27New |
$1.11K - $1.25K
|
27
$1.35K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
25New |
$1.03K - $1.16K
|
25
$1.25K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
20+ 0.36% |
$824 - $926
|
5.59K
$280K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11+ 0.05% |
$453 - $510
|
20.9K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.53% |
$371 - $417
|
1.69K
$84.8K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.67% |
$371 - $417
|
1.35K
$67.4K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 5.0% |
$288 - $324
|
147
$7.35K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6New |
$247 - $278
|
6
$300
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$165 - $185
|
4
$200
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2+ 66.67% |
$82.4 - $92.6
|
5
$250
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$41.2 - $46.3
|
1
$50
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5Closed |
$206 - $232
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7Closed |
$288 - $324
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-8Closed |
$330 - $371
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-11- 11.22% |
$453 - $510
|
87
$4.35K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$618 - $695
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16- 3.17% |
$659 - $741
|
488
$24.4K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56Closed |
$2.31K - $2.59K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 6.8% |
$2.72K - $3.06K
|
904
$45.2K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-200Closed |
$8.24K - $9.26K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-230Closed |
$9.47K - $10.7K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-238- 4.22% |
$9.8K - $11K
|
5.4K
$270K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-267- 1.1% |
$11K - $12.4K
|
24K
$1.2M
|