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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 3.72% |
$67.2K - $74.5K
|
36.1K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-42.2K- 31.85% |
$2.03M - $2.25M
|
90.3K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.85K+ 14.83% |
$378K - $419K
|
60.8K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 69.51% |
$644K - $713K
|
5.86K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-650- 4.97% |
$31.3K - $34.7K
|
12.4K
$620K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 105.88% |
$2.6K - $2.88K
|
105
$5.24K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
331+ 0.8% |
$15.9K - $17.7K
|
41.6K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 15.91% |
$48.2K - $53.4K
|
5.29K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.14K+ 25.77% |
$200K - $221K
|
20.2K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$96.3 - $107
|
5.95K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-626- 4.44% |
$30.2K - $33.4K
|
13.5K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
5.42K+ 307.31% |
$261K - $289K
|
7.19K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68K- 41.31% |
$3.27M - $3.63M
|
96.6K
$4.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82K+ 51.96% |
$232K - $257K
|
14.1K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.28K+ 13.41% |
$447K - $495K
|
78.5K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.86% |
$96.3 - $107
|
235
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$2.41K - $2.67K
|
50
$2.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 0.5% |
$1.45K - $1.6K
|
6.05K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.56K+ 146.57% |
$220K - $243K
|
7.67K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-179- 1.36% |
$8.62K - $9.56K
|
13K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
436+ 9.38% |
$21K - $23.3K
|
5.08K
$254K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
268New |
$12.9K - $14.3K
|
268
$13.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
298New |
$13K - $15.4K
|
298
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$611 - $725
|
14
$698
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23KNew |
$1.01M - $1.19M
|
23K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.9KNew |
$518K - $615K
|
11.9K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4KNew |
$174K - $207K
|
4K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-523- 5.89% |
$22.8K - $27.1K
|
8.36K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.75K- 26.82% |
$76.3K - $90.5K
|
4.77K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.3KNew |
$885K - $1.05M
|
20.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
291New |
$12.7K - $15.1K
|
291
$14.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-426- 7.1% |
$18.6K - $22.1K
|
5.57K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.7% |
$43.7 - $51.8
|
38
$1.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.14K- 4.4% |
$137K - $163K
|
68.3K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-572- 1.43% |
$25K - $29.6K
|
39.5K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30.5KNew |
$1.33M - $1.58M
|
30.5K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$961 - $1.14K
|
22
$1.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
703+ 12.15% |
$30.7K - $36.4K
|
6.49K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
56.5KNew |
$2.47M - $2.93M
|
56.5K
$2.82M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.38KNew |
$191K - $227K
|
4.38K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$873 - $1.04K
|
20
$997
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$181K - $215K
|
4.14K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
392New |
$17.1K - $20.3K
|
392
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.24KNew |
$185K - $220K
|
4.24K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-101- 25.25% |
$4.41K - $5.23K
|
299
$14.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 9.38% |
$131 - $155
|
29
$1.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 3.12% |
$6.2K - $7.36K
|
4.7K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-463- 4.99% |
$20.2K - $24K
|
8.82K
$440K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$742 - $881
|
17
$848
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-200- 5.41% |
$8.73K - $10.4K
|
3.5K
$174K
|
|