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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-214- 0.39% |
$8.67K - $10.1K
|
55.1K
$2.81M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$416K - $483K
|
10.3K
$523K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.56KNew |
$185K - $214K
|
4.56K
$232K
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-78- 0.84% |
$3.16K - $3.67K
|
9.22K
$469K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-142- 1.39% |
$5.75K - $6.67K
|
10K
$511K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.07K- 70.37% |
$124K - $144K
|
1.29K
$65.7K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
400New |
$16.2K - $18.8K
|
400
$20.4K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
352+ 27.85% |
$14.3K - $16.5K
|
1.62K
$82.2K
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-615K- 75.05% |
$24.9M - $28.9M
|
205K
$10.4M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.69K+ 5.21% |
$68.4K - $79.4K
|
34.1K
$1.74M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-659- 2.46% |
$26.7K - $31K
|
26.1K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-140- 2.36% |
$5.67K - $6.58K
|
5.8K
$295K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.31K+ 30.02% |
$296K - $344K
|
31.7K
$1.61M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
802+ 5.6% |
$32.5K - $37.7K
|
15.1K
$769K
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-388- 3.23% |
$15.7K - $18.2K
|
11.6K
$591K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.07K- 21.11% |
$327K - $379K
|
30.2K
$1.53M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.55K+ 25520.0% |
$103K - $120K
|
2.56K
$130K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.1K+ 8.9% |
$531K - $616K
|
160K
$8.16M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
800+ 5.4% |
$32.4K - $37.6K
|
15.6K
$794K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-181- 2.88% |
$7.33K - $8.51K
|
6.11K
$311K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.5K- 47.5% |
$505K - $586K
|
13.8K
$701K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-115- 1.22% |
$4.66K - $5.41K
|
9.28K
$472K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.87% |
$81 - $94
|
232
$11.8K
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3- 10.0% |
$122 - $141
|
27
$1.37K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-32.9K- 42.59% |
$1.33M - $1.55M
|
44.3K
$2.26M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.32K+ 51.71% |
$175K - $203K
|
12.7K
$644K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 7.69% |
$324 - $376
|
112
$5.7K
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-6.11K- 8.14% |
$247K - $287K
|
68.9K
$3.51M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 4.05% |
$60.9K - $70.7K
|
38.7K
$1.97M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
247New |
$10K - $11.6K
|
247
$12.6K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8New |
$324 - $376
|
8
$407
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
46+ 0.61% |
$1.86K - $2.16K
|
7.65K
$389K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-127- 0.91% |
$5.14K - $5.97K
|
13.8K
$702K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
160+ 2.38% |
$6.48K - $7.52K
|
6.88K
$350K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
73+ 0.45% |
$2.96K - $3.43K
|
16.4K
$837K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
456+ 66.09% |
$18.5K - $21.4K
|
1.15K
$58.3K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
273New |
$11.1K - $12.8K
|
273
$13.9K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.7KNew |
$1.45M - $1.68M
|
35.7K
$1.82M
|
|
Q1 2024 | |||||||
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.28M- 99.15% |
$49.3M - $54.2M
|
11K
$560K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 10.63% |
$765K - $840K
|
206K
$10.5M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.82KNew |
$186K - $204K
|
4.82K
$245K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32KNew |
$50.9K - $55.9K
|
1.32K
$67.1K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-445- 4.77% |
$17.2K - $18.9K
|
8.89K
$452K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$494K - $543K
|
12.8K
$652K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380New |
$14.7K - $16.1K
|
380
$19.3K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86+ 477.78% |
$3.32K - $3.65K
|
104
$5.29K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$200K - $220K
|
5.18K
$263K
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5K- 47.62% |
$193K - $212K
|
5.5K
$280K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 80.23% |
$5.48K - $6.02K
|
35
$1.78K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.19K- 38.15% |
$123K - $135K
|
5.17K
$263K
|