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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.38K- 9.45% |
$211K - $234K
|
41.9K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-4.74K- 4.66% |
$228K - $253K
|
96.9K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.93K- 10.73% |
$238K - $263K
|
41K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.16K- 99.9% |
$249K - $275K
|
5
$259
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-7.5K- 13.19% |
$361K - $400K
|
49.4K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.39K- 2.5% |
$404K - $448K
|
327K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-8.52K- 31.77% |
$411K - $455K
|
18.3K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.11K- 3.89% |
$439K - $486K
|
225K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10K- 22.34% |
$484K - $536K
|
34.9K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 69.51% |
$644K - $713K
|
5.86K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 40.05% |
$732K - $811K
|
22.7K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-23.7K- 22.39% |
$1.14M - $1.27M
|
82.3K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-42.2K- 31.85% |
$2.03M - $2.25M
|
90.3K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.9K- 41.34% |
$2.21M - $2.45M
|
65.2K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68K- 41.31% |
$3.27M - $3.63M
|
96.6K
$5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70.1K- 45.86% |
$3.37M - $3.74M
|
82.7K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.4K- 30.49% |
$4.16M - $4.61M
|
197K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100K- 47.77% |
$4.83M - $5.35M
|
110K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-319K- 98.62% |
$15.4M - $17M
|
4.46K
$231K
|