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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
28.8KNew |
$1.19M - $1.34M
|
28.8K
$1.46M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
135New |
$5.57K - $6.3K
|
135
$6.87K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 31.69% |
$2.39K - $2.71K
|
241
$12.3K
|
|
Q4 2022 | |||||||
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-227Closed |
$9.04K - $10.7K
|
0
$0
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.13KNew |
$204K - $241K
|
5.13K
$261K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.16KNew |
$126K - $149K
|
3.16K
$161K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.68KNew |
$186K - $220K
|
4.68K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$7.97K - $9.39K
|
200
$10.2K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$17.9K - $21.1K
|
450
$22.9K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.8KNew |
$271K - $319K
|
6.8K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$177K - $209K
|
4.45K
$226K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9- 14.29% |
$358 - $423
|
54
$2.75K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.17KNew |
$126K - $149K
|
3.17K
$161K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.04K- 16.13% |
$201K - $237K
|
26.2K
$1.33M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10.7K- 54.3% |
$426K - $502K
|
9K
$458K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 62.5% |
$597 - $705
|
9
$458
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 16.67% |
$39.8 - $47
|
7
$356
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
886New |
$35.3K - $41.6K
|
886
$45.1K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58KNew |
$182K - $215K
|
4.58K
$233K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$2.03K - $2.4K
|
51
$2.59K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 2.62% |
$319 - $376
|
297
$15.1K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 4.52% |
$7.17K - $8.45K
|
4.16K
$212K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
919+ 13.03% |
$36.6K - $43.2K
|
7.97K
$406K
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
5.06KNew |
$202K - $238K
|
5.06K
$258K
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
6.8KNew |
$271K - $319K
|
6.8K
$346K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
147New |
$5.86K - $6.9K
|
147
$7.48K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$102K - $120K
|
2.56K
$130K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9Closed |
$380 - $452
|
0
$0
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-43.4KClosed |
$1.83M - $2.18M
|
0
$0
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.86KNew |
$205K - $244K
|
4.86K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
42.7KNew |
$1.8M - $2.14M
|
42.7K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.82KNew |
$76.8K - $91.3K
|
1.82K
$92.6K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.26K- 26.82% |
$222K - $264K
|
14.4K
$731K
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
12.7KNew |
$538K - $640K
|
12.7K
$648K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.9KNew |
$80.2K - $95.4K
|
1.9K
$96.7K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.74% |
$549 - $653
|
1.78K
$90.4K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
221KNew |
$9.32M - $11.1M
|
221K
$11.2M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22K+ 19.01% |
$51.6K - $61.3K
|
7.64K
$389K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
133New |
$5.62K - $6.68K
|
133
$6.77K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
81New |
$3.42K - $4.07K
|
81
$4.12K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$3.59K - $4.27K
|
85
$4.32K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-107- 1.13% |
$4.52K - $5.37K
|
9.33K
$474K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12New |
$507 - $602
|
12
$611
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.19K- 56.53% |
$346K - $411K
|
6.3K
$321K
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
6.3KNew |
$266K - $316K
|
6.3K
$321K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-49.2KClosed |
$2.08M - $2.47M
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-119- 2.2% |
$5.02K - $5.97K
|
5.28K
$269K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.25KNew |
$222K - $264K
|
5.25K
$267K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84New |
$3.55K - $4.22K
|
84
$4.27K
|
|
Q2 2022 | |||||||
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.2KNew |
$676K - $803K
|
16.2K
$826K
|