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
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
34+ 0.7% |
$1.64K - $1.81K
|
4.9K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 0.5% |
$1.45K - $1.6K
|
6.05K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25New |
$1.2K - $1.33K
|
25
$1.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
20New |
$963 - $1.07K
|
20
$1.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
12New |
$578 - $641
|
12
$621
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$530 - $587
|
11
$570
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 81.82% |
$434 - $480
|
20
$1.04K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.43% |
$241 - $267
|
1.17K
$60.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.79% |
$145 - $160
|
384
$19.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.86% |
$96.3 - $107
|
235
$12.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$96.3 - $107
|
5.95K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 14.29% |
$48.2 - $53.4
|
6
$311
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-26- 0.53% |
$1.25K - $1.39K
|
4.91K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-34- 0.52% |
$1.64K - $1.81K
|
6.47K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-37- 0.54% |
$1.78K - $1.98K
|
6.8K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-87- 5.42% |
$4.19K - $4.64K
|
1.52K
$78.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-107- 1.09% |
$5.15K - $5.71K
|
9.7K
$502K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-110- 0.55% |
$5.3K - $5.87K
|
19.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 10.22% |
$5.54K - $6.14K
|
1.01K
$52.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-120- 2.39% |
$5.78K - $6.41K
|
4.9K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-135- 1.73% |
$6.5K - $7.21K
|
7.65K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-140- 1.1% |
$6.74K - $7.47K
|
12.6K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-159- 0.2% |
$7.66K - $8.49K
|
78K
$4.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-179- 1.36% |
$8.62K - $9.56K
|
13K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-185- 2.56% |
$8.91K - $9.88K
|
7.03K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-187- 5.34% |
$9.01K - $9.98K
|
3.32K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-254- 2.76% |
$12.2K - $13.6K
|
8.96K
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-274- 0.6% |
$13.2K - $14.6K
|
45.1K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-303- 2.02% |
$14.6K - $16.2K
|
14.7K
$762K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-310- 5.56% |
$14.9K - $16.5K
|
5.26K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-374- 1.11% |
$18K - $20K
|
33.5K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-449- 36.24% |
$21.6K - $24K
|
790
$40.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-493- 7.89% |
$23.7K - $26.3K
|
5.76K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-497- 35.07% |
$23.9K - $26.5K
|
920
$47.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-505- 66.36% |
$24.3K - $27K
|
256
$13.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-511- 2.77% |
$24.6K - $27.3K
|
17.9K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-626- 4.44% |
$30.2K - $33.4K
|
13.5K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-650- 4.97% |
$31.3K - $34.7K
|
12.4K
$643K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-741- 1.69% |
$35.7K - $39.6K
|
43.1K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-896- 2.74% |
$43.2K - $47.8K
|
31.9K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-897- 4.86% |
$43.2K - $47.9K
|
17.6K
$909K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 15.91% |
$48.2K - $53.4K
|
5.29K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 16.44% |
$57.8K - $64.1K
|
6.1K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 3.72% |
$67.2K - $74.5K
|
36.1K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.86K- 3.0% |
$89.4K - $99.1K
|
59.9K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 62.46% |
$94.6K - $105K
|
1.18K
$61.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2K- 97.32% |
$96.3K - $107K
|
55
$2.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.04K- 11.1% |
$98.4K - $109K
|
16.3K
$846K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.09K- 23.47% |
$197K - $218K
|
13.3K
$690K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4.23K- 20.96% |
$204K - $226K
|
16K
$826K
|