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 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-976- 13.26% |
$37K - $43.1K
|
6.39K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-3- 1.73% |
$114 - $133
|
170
$8.4K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 86.05% |
$3.08K - $3.34K
|
12
$593
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
39.5KNew |
$1.65M - $1.79M
|
39.5K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49KNew |
$2.04M - $2.21M
|
49K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.2KNew |
$465K - $504K
|
11.2K
$552K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.81KNew |
$284K - $308K
|
6.81K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.51K+ 104.58% |
$105K - $113K
|
4.91K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-65- 85.53% |
$2.71K - $2.93K
|
11
$543
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$417 - $452
|
10
$494
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
293New |
$12.2K - $13.2K
|
293
$14.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
324New |
$13.5K - $14.6K
|
324
$16K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.52M - $1.64M
|
36.4K
$1.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
19New |
$791 - $858
|
19
$939
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.86K- 22.59% |
$77.4K - $83.9K
|
6.37K
$315K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.2KNew |
$801K - $868K
|
19.2K
$950K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-50.6K- 82.03% |
$2.11M - $2.29M
|
11.1K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
105New |
$4.37K - $4.74K
|
105
$5.19K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134New |
$5.58K - $6.05K
|
134
$6.62K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
36KNew |
$1.49M - $1.68M
|
36K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-126- 5.05% |
$5.2K - $5.88K
|
2.37K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.9K- 85.81% |
$1.73M - $1.96M
|
6.93K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
634+ 6.04% |
$26.1K - $29.6K
|
11.1K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
334New |
$13.8K - $15.6K
|
334
$16.5K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.23KNew |
$92K - $104K
|
2.23K
$110K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-261- 5.17% |
$10.8K - $12.2K
|
4.79K
$236K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11New |
$454 - $513
|
11
$543
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-30- 93.75% |
$1.24K - $1.4K
|
2
$98.8
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.44KNew |
$101K - $114K
|
2.44K
$121K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.82K- 95.6% |
$158K - $179K
|
176
$8.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-88.4K- 99.97% |
$3.65M - $4.13M
|
25
$1.24K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-19- 45.24% |
$784 - $887
|
23
$1.14K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
28.8KNew |
$1.19M - $1.34M
|
28.8K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
135New |
$5.57K - $6.3K
|
135
$6.67K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 31.69% |
$2.39K - $2.71K
|
241
$11.9K
|
|
| 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
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.16KNew |
$126K - $149K
|
3.16K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.68KNew |
$186K - $220K
|
4.68K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$7.97K - $9.39K
|
200
$9.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$17.9K - $21.1K
|
450
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.8KNew |
$271K - $319K
|
6.8K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$177K - $209K
|
4.45K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9- 14.29% |
$358 - $423
|
54
$2.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.17KNew |
$126K - $149K
|
3.17K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.04K- 16.13% |
$201K - $237K
|
26.2K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 16.67% |
$39.8 - $47
|
7
$346
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
886New |
$35.3K - $41.6K
|
886
$43.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58KNew |
$182K - $215K
|
4.58K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$2.03K - $2.4K
|
51
$2.52K
|
|