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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.3KNew |
$885K - $1.05M
|
20.3K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-572- 1.43% |
$25K - $29.6K
|
39.5K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.14K- 4.4% |
$137K - $163K
|
68.3K
$4.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30.5KNew |
$1.33M - $1.58M
|
30.5K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
703+ 12.15% |
$30.7K - $36.4K
|
6.49K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
56.5KNew |
$2.47M - $2.93M
|
56.5K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$873 - $1.04K
|
20
$1.2K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.38KNew |
$191K - $227K
|
4.38K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$181K - $215K
|
4.14K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
392New |
$17.1K - $20.3K
|
392
$23.5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-101- 25.25% |
$4.41K - $5.23K
|
299
$18K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 3.12% |
$6.2K - $7.36K
|
4.7K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 9.38% |
$131 - $155
|
29
$1.74K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$742 - $881
|
17
$1.02K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-200- 5.41% |
$8.73K - $10.4K
|
3.5K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
15.4K+ 19.98% |
$673K - $799K
|
92.6K
$5.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.67K+ 44.1% |
$291K - $345K
|
21.8K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4KNew |
$175K - $207K
|
4K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 5.14% |
$67.7K - $80.4K
|
31.7K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.64K- 15.96% |
$71.6K - $85K
|
8.63K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.07K+ 24.28% |
$134K - $159K
|
15.7K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.95KNew |
$173K - $205K
|
3.95K
$237K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.76% |
$40.5 - $47
|
22
$1.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.21K - $8.37K
|
178
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$20.3K - $23.5K
|
500
$30K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
755New |
$30.6K - $35.5K
|
755
$45.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47New |
$1.9K - $2.21K
|
47
$2.82K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
30.2KNew |
$1.22M - $1.42M
|
30.2K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23- 22.12% |
$932 - $1.08K
|
81
$4.86K
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
11.8KNew |
$478K - $555K
|
11.8K
$709K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.55K+ 25520.0% |
$103K - $120K
|
2.56K
$154K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
247New |
$10K - $11.6K
|
247
$14.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8New |
$324 - $376
|
8
$480
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.28M- 99.15% |
$49.3M - $54.2M
|
11K
$661K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.82KNew |
$186K - $204K
|
4.82K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$200K - $220K
|
5.18K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380New |
$14.7K - $16.1K
|
380
$22.8K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$494K - $543K
|
12.8K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5K- 47.62% |
$193K - $212K
|
5.5K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 80.23% |
$5.48K - $6.02K
|
35
$2.1K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.19K- 38.15% |
$123K - $135K
|
5.17K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$190K - $209K
|
4.93K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7K- 29.88% |
$270K - $297K
|
16.4K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
72.9KNew |
$2.81M - $3.09M
|
72.9K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.77% |
$77.2 - $84.8
|
262
$15.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
495New |
$19.1K - $21K
|
495
$29.7K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
509+ 9.38% |
$19.7K - $21.6K
|
5.93K
$356K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.6K+ 46.58% |
$448K - $492K
|
36.5K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
594+ 9.18% |
$22.9K - $25.2K
|
7.07K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.31K+ 36.84% |
$128K - $140K
|
12.3K
$738K
|
|