Global Retirement Partners, LLC Fidelity Covington Tr Msci Uti Transaction History

Global Retirement Partners, LLC

$3.86 Billion
Q2 2025

A detailed history of Global Retirement Partners, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,377 shares of FUTY stock, worth $82,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,377

Previous 2,769 50.27%

Holding current value

$82,702

Previous $135,000 46.67%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$47.29 - $53.34 $65,827 - $74,249	-1,392 Reduced 50.27%	1,377 $72,000
Q4 2024 Jan 31, 2025	BUY	$48.17 - $53.38 $15,173 - $16,814	315 Added 12.84%	2,769 $135,000
Q3 2024 Oct 16, 2024	SELL	$43.67 - $51.82 $15,109 - $17,929	-346 Reduced 12.36%	2,454 $127,000
Q1 2024 Apr 23, 2024	SELL	$38.61 - $42.42 $4,903 - $5,387	-127 Reduced 4.34%	2,800 $118,000
Q4 2023 Jan 18, 2024	SELL	$36.18 - $42.29 $52,352 - $61,193	-1,447 Reduced 33.08%	2,927 $119,000
Q3 2023 Oct 13, 2023	BUY	$37.86 - $44.18 $66,557 - $77,668	1,758 Added 67.2%	4,374 $165,000
Q2 2023 Jul 20, 2023	SELL	$41.65 - $45.15 $208 - $225	-5 Reduced 0.19%	2,616 $110,000
Q1 2023 May 05, 2023	BUY	$41.24 - $46.68 $107,883 - $122,114	2,616 Added 52320.0%	2,621 $114,000
Q1 2022 Jul 14, 2022	BUY	$41.94 - $47.96 $209 - $239	5 New	5 $0
Q4 2021 Jan 21, 2022	SELL	$41.19 - $46.32 $205 - $231	-5 Closed	0 $0
Q2 2021 Jul 15, 2021	BUY	$41.03 - $43.75 $205 - $218	5 New	5 $0
Q4 2019 Jan 23, 2020	SELL	$40.24 - $42.53 $273,632 - $289,204	-6,800 Closed	0 $0
Q3 2019 Nov 19, 2019	SELL	$38.93 - $42.6 $34,414 - $37,658	-884 Reduced 11.5%	6,800 $289,000
Q2 2019 Nov 19, 2019	SELL	$37.57 - $40.23 $23,819 - $25,505	-634 Reduced 7.62%	7,684 $302,000
Q1 2019 May 07, 2019	SELL	$34.2 - $38.8 $345,762 - $392,268	-10,110 Reduced 54.86%	8,318 $319,000
Q4 2018 Feb 22, 2019	SELL	$33.93 - $37.49 $7,023 - $7,760	-207 Reduced 1.11%	18,428 $643,000
Q3 2018 Oct 17, 2018	SELL	$33.98 - $36.04 $15,936 - $16,902	-469 Reduced 2.45%	18,635 $649,000
Q2 2018 Aug 13, 2018	SELL	$32.1 - $34.25 $161,784 - $172,620	-5,040 Reduced 20.87%	19,104 $654,000
Q1 2018 Aug 10, 2018	SELL	$31.11 - $34.21 $234,538 - $257,909	-7,539 Reduced 23.8%	24,144 $798,000
Q4 2017 Aug 13, 2018	BUY	$34.11 - $36.94 $284,272 - $307,857	8,334 Added 35.69%	31,683 $1.09 Million
Q3 2017 Aug 10, 2018	SELL	$34.47 - $34.9 $231,190 - $234,074	-6,707 Reduced 22.32%	23,349 $806,000
Q2 2017 Aug 10, 2018	BUY	N/A	4,483 Added 17.53%	30,056 $1.02 Million
Q1 2017 Aug 10, 2018	BUY	N/A	25,245 Added 7696.65%	25,573 $852,000
Q4 2016 Aug 10, 2018	BUY	N/A	328	328 $10,000

Others Institutions Holding FUTY

# of Institutions

251

Shares Held

18.3M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

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Global Retirement Partners, LLC Fidelity Covington Tr Msci Uti Transaction History