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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$494K - $543K
|
12.8K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380New |
$14.7K - $16.1K
|
380
$20.1K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$200K - $220K
|
5.18K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5K- 47.62% |
$193K - $212K
|
5.5K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 80.23% |
$5.48K - $6.02K
|
35
$1.85K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$190K - $209K
|
4.93K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7K- 29.88% |
$270K - $297K
|
16.4K
$867K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
72.9KNew |
$2.81M - $3.09M
|
72.9K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.77% |
$77.2 - $84.8
|
262
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.19K- 38.15% |
$123K - $135K
|
5.17K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.85K- 75.49% |
$149K - $163K
|
1.25K
$66K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
495New |
$19.1K - $21K
|
495
$26.1K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
509+ 9.38% |
$19.7K - $21.6K
|
5.93K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.6K+ 46.58% |
$448K - $492K
|
36.5K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
594+ 9.18% |
$22.9K - $25.2K
|
7.07K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.31K+ 36.84% |
$128K - $140K
|
12.3K
$648K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-310- 5.88% |
$12K - $13.2K
|
4.96K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.93% |
$4.21K - $4.62K
|
11.8K
$624K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
145New |
$5.6K - $6.15K
|
145
$7.65K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.6KNew |
$293K - $322K
|
7.6K
$401K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
130New |
$5.02K - $5.51K
|
130
$6.86K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
67.1KNew |
$2.43M - $2.84M
|
67.1K
$3.54M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99New |
$3.58K - $4.19K
|
99
$5.22K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19KNew |
$689K - $805K
|
19K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
30.7KNew |
$1.11M - $1.3M
|
30.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 5.08% |
$1.45K - $1.69K
|
828
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-122- 1.72% |
$4.41K - $5.16K
|
6.96K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-534KClosed |
$19.3M - $22.6M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-10.1K- 61.52% |
$366K - $427K
|
6.32K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-12.6K- 49.06% |
$457K - $534K
|
13.1K
$692K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$3.26K - $3.81K
|
90
$4.75K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75New |
$2.71K - $3.17K
|
75
$3.96K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.02K- 86.81% |
$36.9K - $43.1K
|
155
$8.18K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.97KNew |
$325K - $380K
|
8.97K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
128New |
$4.63K - $5.41K
|
128
$6.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$977 - $1.14K
|
27
$1.42K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$1.5M - $1.75M
|
41.5K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43.4KNew |
$1.57M - $1.84M
|
43.4K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$26.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
18New |
$651 - $761
|
18
$950
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-296- 69.48% |
$11.2K - $13.1K
|
130
$6.86K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-116K- 19.48% |
$4.37M - $5.1M
|
478K
$25.2M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-521Closed |
$19.7K - $23K
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-846- 6.74% |
$32K - $37.4K
|
11.7K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$385K - $449K
|
10.2K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
285New |
$10.8K - $12.6K
|
285
$15K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 4.76% |
$37.9 - $44.2
|
22
$1.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.29KNew |
$238K - $278K
|
6.29K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.22K- 14.87% |
$122K - $142K
|
18.4K
$973K
|
|