Latest Institutional Transactions on Fidelity Covington Tr Msci Uti (FUTY)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Uti (FUTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.33K- 16.71% |
$160K - $172K
|
16.6K
$875K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.17% |
$96.3 - $104
|
1.17K
$61.8K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.1K+ 16.89% |
$101K - $109K
|
14.5K
$766K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
451New |
$21.7K - $23.4K
|
451
$23.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 13.47% |
$2.94K - $3.16K
|
392
$20.7K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
80+ 400.0% |
$3.85K - $4.14K
|
100
$5.28K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.33K- 19.62% |
$64.1K - $68.9K
|
5.45K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-3.16K- 4.06% |
$152K - $164K
|
74.8K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 33.33% |
$96.3 - $104
|
4
$211
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-201- 2.07% |
$9.67K - $10.4K
|
9.5K
$501K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
61.4KNew |
$2.96M - $3.18M
|
61.4K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
15.2K+ 340.04% |
$730K - $785K
|
19.6K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.63% |
$241 - $259
|
795
$42K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 20.87% |
$106K - $114K
|
8.33K
$440K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.76K+ 24.94% |
$325K - $350K
|
33.8K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.33K+ 7.05% |
$353K - $380K
|
111K
$5.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
879+ 3.44% |
$42.3K - $45.5K
|
26.4K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.2K- 6.3% |
$57.8K - $62.1K
|
17.8K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.97K- 4.53% |
$239K - $257K
|
105K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$96.3 - $104
|
2
$106
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
17.3KNew |
$832K - $895K
|
17.3K
$912K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.1K- 14.55% |
$676K - $728K
|
82.5K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.95KNew |
$190K - $204K
|
3.95K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
4.35KNew |
$209K - $225K
|
4.35K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
60+ 0.45% |
$2.89K - $3.11K
|
13.5K
$714K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.17K- 93.95% |
$56.1K - $60.3K
|
75
$3.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21K+ 5.96% |
$58K - $62.4K
|
21.4K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-260- 1.95% |
$12.5K - $13.5K
|
13.1K
$690K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
216+ 0.91% |
$10.4K - $11.2K
|
24K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.8K+ 39.65% |
$183K - $197K
|
13.4K
$707K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-219- 1.55% |
$10.5K - $11.3K
|
13.9K
$733K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 55.29% |
$1.31M - $1.41M
|
22.1K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 4.94% |
$626 - $673
|
250
$13.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.92% |
$144 - $155
|
328
$17.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-227- 2.92% |
$10.9K - $11.8K
|
7.55K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
755+ 4.82% |
$36.3K - $39.1K
|
16.4K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 0.61% |
$2.07K - $2.23K
|
7.07K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.97K+ 2.95% |
$384K - $413K
|
279K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.79KNew |
$231K - $248K
|
4.79K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.23K+ 3.2% |
$59K - $63.4K
|
39.5K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.19K+ 16.85% |
$346K - $372K
|
49.9K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.3K+ 3.77% |
$159K - $171K
|
90.9K
$4.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
161+ 1.8% |
$7.75K - $8.34K
|
9.12K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-24.7K- 37.92% |
$1.19M - $1.28M
|
40.5K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 1.81% |
$144 - $155
|
163
$8.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
566+ 8.65% |
$27.2K - $29.3K
|
7.11K
$375K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.64K+ 5.11% |
$127K - $137K
|
54.3K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-475- 1.98% |
$22.9K - $24.6K
|
23.5K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-125- 2.13% |
$6.02K - $6.47K
|
5.74K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-21.3K- 23.56% |
$1.02M - $1.1M
|
69K
$3.64M
|