Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
185K+ 69.95% |
$6.69M - $7.82M
|
449K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.1K+ 379.22% |
$3.51M - $4.11M
|
123K
$6.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
82.8KNew |
$2.99M - $3.5M
|
82.8K
$4.09M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
67.1KNew |
$2.43M - $2.84M
|
67.1K
$3.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
67.1KNew |
$2.43M - $2.84M
|
67.1K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
60.6K+ 148.18% |
$2.19M - $2.56M
|
102K
$5.02M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
52.1K+ 866.43% |
$1.89M - $2.2M
|
58.1K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50.8K+ 348.56% |
$1.84M - $2.15M
|
65.4K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 150.0% |
$1.75M - $2.04M
|
80.4K
$3.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43.4KNew |
$1.57M - $1.84M
|
43.4K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$1.5M - $1.75M
|
41.5K
$2.05M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
41.1K+ 5.02% |
$1.49M - $1.74M
|
861K
$42.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.1K+ 133.15% |
$1.2M - $1.4M
|
58K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
30.7KNew |
$1.11M - $1.3M
|
30.7K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 131.5% |
$986K - $1.15M
|
48K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.9KNew |
$975K - $1.14M
|
26.9K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
26.7K+ 437.13% |
$966K - $1.13M
|
32.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.2KNew |
$912K - $1.07M
|
25.2K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
20.5KNew |
$740K - $865K
|
20.5K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 7.11% |
$706K - $825K
|
294K
$14.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19KNew |
$689K - $805K
|
19K
$940K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.2K+ 110.45% |
$658K - $769K
|
34.6K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7K+ 118.91% |
$460K - $538K
|
23.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 4.95% |
$442K - $516K
|
259K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.5KNew |
$380K - $444K
|
10.5K
$519K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.64K+ 14.83% |
$349K - $408K
|
74.6K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.33KNew |
$338K - $395K
|
9.33K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.97KNew |
$325K - $380K
|
8.97K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.45KNew |
$306K - $357K
|
8.45K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.37K+ 6.14% |
$267K - $312K
|
127K
$6.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.63K+ 30.07% |
$240K - $280K
|
28.7K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
6.14KNew |
$222K - $260K
|
6.14K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.07KNew |
$220K - $257K
|
6.07K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.04KNew |
$218K - $255K
|
6.04K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.7K+ 30.47% |
$206K - $241K
|
24.4K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.43KNew |
$196K - $229K
|
5.43K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.36K+ 42.05% |
$194K - $227K
|
18.1K
$894K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.27KNew |
$191K - $223K
|
5.27K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.15KNew |
$186K - $218K
|
5.15K
$254K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.51KNew |
$127K - $148K
|
3.51K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.41K+ 15.85% |
$123K - $144K
|
24.9K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 8.51% |
$109K - $127K
|
38.3K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.96K+ 9.82% |
$107K - $125K
|
33.1K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.87K+ 14.87% |
$104K - $121K
|
22.2K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.51K+ 3.58% |
$90.8K - $106K
|
72.7K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26K+ 39.32% |
$81.8K - $95.7K
|
8.02K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 16.28% |
$80.2K - $93.8K
|
15.8K
$782K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.54KNew |
$55.6K - $65K
|
1.54K
$75.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 3.86% |
$54.3K - $63.5K
|
40.4K
$1.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 13.93% |
$36.5K - $42.7K
|
8.25K
$408K
|