Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.28K+ 13.41% |
$447K - $495K
|
78.5K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.85K+ 14.83% |
$378K - $419K
|
60.8K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
5.42K+ 307.31% |
$261K - $289K
|
7.19K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82K+ 51.96% |
$232K - $257K
|
14.1K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.56K+ 146.57% |
$220K - $243K
|
7.67K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.14K+ 25.77% |
$200K - $221K
|
20.2K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
436+ 9.38% |
$21K - $23.3K
|
5.08K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
331+ 0.8% |
$15.9K - $17.7K
|
41.6K
$2.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
268New |
$12.9K - $14.3K
|
268
$13.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 105.88% |
$2.6K - $2.88K
|
105
$5.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$2.41K - $2.67K
|
50
$2.54K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 0.5% |
$1.45K - $1.6K
|
6.05K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.86% |
$96.3 - $107
|
235
$11.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$96.3 - $107
|
5.95K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-179- 1.36% |
$8.62K - $9.56K
|
13K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-626- 4.44% |
$30.2K - $33.4K
|
13.5K
$684K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-650- 4.97% |
$31.3K - $34.7K
|
12.4K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 15.91% |
$48.2K - $53.4K
|
5.29K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 3.72% |
$67.2K - $74.5K
|
36.1K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 69.51% |
$644K - $713K
|
5.86K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-42.2K- 31.85% |
$2.03M - $2.25M
|
90.3K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68K- 41.31% |
$3.27M - $3.63M
|
96.6K
$4.9M
|