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 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 2.62% |
$319 - $376
|
297
$15.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
919+ 13.03% |
$36.6K - $43.2K
|
7.97K
$421K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
6.8KNew |
$271K - $319K
|
6.8K
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
5.06KNew |
$202K - $238K
|
5.06K
$267K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
147New |
$5.86K - $6.9K
|
147
$7.76K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$102K - $120K
|
2.56K
$135K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16.4K+ 59.32% |
$694K - $825K
|
44.1K
$2.33M
|
|
|
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
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
42.7KNew |
$1.8M - $2.14M
|
42.7K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
12.7KNew |
$538K - $640K
|
12.7K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.82KNew |
$76.8K - $91.3K
|
1.82K
$96K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.9KNew |
$80.2K - $95.4K
|
1.9K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.26K- 26.82% |
$222K - $264K
|
14.4K
$758K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.74% |
$549 - $653
|
1.78K
$93.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22K+ 19.01% |
$51.6K - $61.3K
|
7.64K
$403K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
133New |
$5.62K - $6.68K
|
133
$7.02K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$3.59K - $4.27K
|
85
$4.49K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
81New |
$3.42K - $4.07K
|
81
$4.27K
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.19K- 56.53% |
$346K - $411K
|
6.3K
$333K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12New |
$507 - $602
|
12
$633
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
6.3KNew |
$266K - $316K
|
6.3K
$333K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-49.2KClosed |
$2.08M - $2.47M
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.25KNew |
$222K - $264K
|
5.25K
$277K
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-119- 2.2% |
$5.02K - $5.97K
|
5.28K
$279K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84New |
$3.55K - $4.22K
|
84
$4.43K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.2KNew |
$676K - $803K
|
16.2K
$857K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.17K- 37.72% |
$48.5K - $57.7K
|
1.93K
$102K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100Closed |
$4.16K - $4.94K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.21KClosed |
$50.4K - $59.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.25KNew |
$260K - $309K
|
6.25K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12Closed |
$499 - $593
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.6KNew |
$275K - $326K
|
6.6K
$348K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.84KNew |
$202K - $239K
|
4.84K
$256K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.2KClosed |
$464K - $552K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
7.31KNew |
$304K - $361K
|
7.31K
$386K
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-146KClosed |
$6.07M - $7.21M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.5KNew |
$104K - $124K
|
2.5K
$132K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-27.6KClosed |
$1.15M - $1.36M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-200Closed |
$8.32K - $9.88K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
176New |
$7.32K - $8.7K
|
176
$9.29K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-901- 99.45% |
$37.5K - $44.5K
|
5
$264
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
101New |
$4.2K - $4.99K
|
101
$5.33K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-215- 21.5% |
$8.94K - $10.6K
|
785
$41.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.55KClosed |
$189K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-268KClosed |
$11.2M - $13.3M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
4.89KNew |
$203K - $241K
|
4.89K
$258K
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-300- 5.15% |
$12.5K - $14.8K
|
5.53K
$292K
|
|