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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 235.24% |
$127K - $140K
|
3.75K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.57K+ 8.17% |
$124K - $137K
|
34K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.51K+ 7.01% |
$121K - $134K
|
38.3K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.33K+ 10.85% |
$112K - $124K
|
23.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 73.3% |
$84.8K - $93.9K
|
4.16K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.47K+ 13.39% |
$70.7K - $78.3K
|
12.4K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.38KNew |
$66.6K - $73.8K
|
1.38K
$71.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 1.57% |
$65.4K - $72.4K
|
87.6K
$4.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.28K+ 8.87% |
$61.4K - $68.1K
|
15.6K
$810K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$59.7K - $66.2K
|
1.24K
$64.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.1K+ 2.23% |
$53.1K - $58.8K
|
50.6K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.06K+ 5.24% |
$51.2K - $56.7K
|
21.3K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 6.61% |
$50.7K - $56.2K
|
17K
$880K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
916+ 167.77% |
$44.1K - $48.9K
|
1.46K
$75.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
891+ 11.64% |
$42.9K - $47.6K
|
8.55K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
777+ 2.74% |
$37.4K - $41.5K
|
29.2K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
753New |
$36.3K - $40.2K
|
753
$39K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
572New |
$27.6K - $30.5K
|
572
$29.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
552New |
$26.6K - $29.5K
|
552
$28.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
524+ 1.55% |
$25.2K - $28K
|
34.2K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
500+ 4.12% |
$24.1K - $26.7K
|
12.6K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
485+ 9700.0% |
$23.4K - $25.9K
|
490
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
459+ 7.26% |
$22.1K - $24.5K
|
6.78K
$351K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
436+ 9.38% |
$21K - $23.3K
|
5.08K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
424+ 0.83% |
$20.4K - $22.6K
|
51.7K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
367New |
$17.7K - $19.6K
|
367
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
356+ 4.63% |
$17.1K - $19K
|
8.05K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
340+ 300.88% |
$16.4K - $18.1K
|
453
$23.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
331+ 0.8% |
$15.9K - $17.7K
|
41.6K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
325New |
$15.7K - $17.3K
|
325
$16.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
315+ 12.84% |
$15.2K - $16.8K
|
2.77K
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
276+ 4.4% |
$13.3K - $14.7K
|
6.54K
$339K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
268New |
$12.9K - $14.3K
|
268
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
207New |
$9.97K - $11K
|
207
$10.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
169+ 1.63% |
$8.14K - $9.02K
|
10.5K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166New |
$8K - $8.86K
|
166
$8.6K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
163+ 163.0% |
$7.85K - $8.7K
|
263
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
153New |
$7.37K - $8.17K
|
153
$7.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
146New |
$7.03K - $7.79K
|
146
$7.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124+ 0.49% |
$5.97K - $6.62K
|
25.6K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
117New |
$5.64K - $6.25K
|
117
$6.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115+ 7.24% |
$5.54K - $6.14K
|
1.7K
$88.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
103+ 1.09% |
$4.96K - $5.5K
|
9.59K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
84+ 0.7% |
$4.05K - $4.48K
|
12.1K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 3.79% |
$3.71K - $4.11K
|
2.11K
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70New |
$3.37K - $3.74K
|
70
$3.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 105.88% |
$2.6K - $2.88K
|
105
$5.44K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 26.84% |
$2.46K - $2.72K
|
241
$12.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$2.41K - $2.67K
|
50
$2.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 0.48% |
$1.78K - $1.98K
|
7.77K
$403K
|