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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$218 - $259
|
5
$247
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90+ 6.0% |
$3.93K - $4.66K
|
1.59K
$78.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.24KNew |
$185K - $220K
|
4.24K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-128- 1.63% |
$5.59K - $6.63K
|
7.74K
$382K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.3K+ 15.58% |
$1.54M - $1.83M
|
262K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.52K+ 10.97% |
$372K - $442K
|
86.2K
$4.26M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-101- 25.25% |
$4.41K - $5.23K
|
299
$14.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
35.6K+ 228.18% |
$1.56M - $1.85M
|
51.2K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 22.22% |
$87.3 - $104
|
7
$346
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.24% |
$655 - $777
|
6.29K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
327+ 2.37% |
$14.3K - $16.9K
|
14.1K
$697K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.57KNew |
$243K - $289K
|
5.57K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 9.38% |
$131 - $155
|
29
$1.43K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 3.12% |
$6.2K - $7.36K
|
4.7K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44+ 0.22% |
$1.92K - $2.28K
|
20K
$989K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
222+ 3.18% |
$9.69K - $11.5K
|
7.21K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
233+ 2.3% |
$10.2K - $12.1K
|
10.4K
$512K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$742 - $881
|
17
$840
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.67K+ 4.88% |
$72.8K - $86.4K
|
35.8K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-218- 1.68% |
$9.52K - $11.3K
|
12.8K
$631K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-5.92K- 22.68% |
$259K - $307K
|
20.2K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.31K- 20.98% |
$57.2K - $67.9K
|
4.93K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-463- 4.99% |
$20.2K - $24K
|
8.82K
$436K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-200- 5.41% |
$8.73K - $10.4K
|
3.5K
$173K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.28KNew |
$405K - $481K
|
9.28K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 2.96% |
$50.6K - $60K
|
37.9K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
111KNew |
$4.85M - $5.76M
|
111K
$5.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4New |
$175 - $207
|
4
$198
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-72.1K- 35.26% |
$3.15M - $3.74M
|
132K
$6.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
59.6K+ 362.58% |
$2.6M - $3.09M
|
76.1K
$3.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
15.4K+ 19.98% |
$673K - $799K
|
92.6K
$4.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79K+ 30.81% |
$3.45M - $4.09M
|
335K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 5.14% |
$67.7K - $80.4K
|
31.7K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4KNew |
$175K - $207K
|
4K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.67K+ 44.1% |
$291K - $345K
|
21.8K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$4.37K - $5.18K
|
100
$4.94K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.07K+ 24.28% |
$134K - $159K
|
15.7K
$777K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.64K- 15.96% |
$71.6K - $85K
|
8.63K
$427K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-346- 12.36% |
$15.1K - $17.9K
|
2.45K
$121K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
200+ 2.52% |
$8.73K - $10.4K
|
8.13K
$402K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
71KNew |
$3.1M - $3.68M
|
71K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
257+ 0.37% |
$11.2K - $13.3K
|
69.2K
$3.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
140+ 1.83% |
$6.11K - $7.25K
|
7.79K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.95KNew |
$173K - $205K
|
3.95K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.43% |
$43.7 - $51.8
|
233
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-46- 0.67% |
$2.01K - $2.38K
|
6.83K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
7.26K+ 24.0% |
$317K - $376K
|
37.5K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
908+ 7.42% |
$39.7K - $47.1K
|
13.2K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.07K+ 10.84% |
$46.8K - $55.5K
|
11K
$541K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-9.32K- 67.57% |
$407K - $483K
|
4.47K
$221K
|