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 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-495Closed |
$18.8K - $20.6K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-36KClosed |
$1.36M - $1.5M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.11KClosed |
$118K - $129K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-33Closed |
$1.25K - $1.37K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.82KClosed |
$223K - $250K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-155Closed |
$5.94K - $6.65K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.09KClosed |
$310K - $347K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.5KClosed |
$479K - $536K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-19Closed |
$728 - $815
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-109KClosed |
$4.19M - $4.69M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-104Closed |
$3.99K - $4.46K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.55KClosed |
$312K - $339K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-600Closed |
$21.9K - $23.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Raub Brock Capital Management LP
|
SELL
|
- |
-6.25KClosed |
$228K - $248K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-105Closed |
$3.84K - $4.16K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.36KClosed |
$314K - $380K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
562New |
$18.9K - $22.9K
|
562
$28.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
5+ 166.67% |
$168 - $203
|
8
$400
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-18.7KClosed |
$628K - $761K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-12.9KClosed |
$432K - $523K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.78KClosed |
$194K - $235K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-84Closed |
$2.82K - $3.42K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.78KClosed |
$228K - $276K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-311Closed |
$10.4K - $12.6K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Lvz, Inc.
|
BUY
|
- |
10.2KNew |
$341K - $413K
|
10.2K
$508K
|
|
|
Jul 10, 2020
Q2 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-252Closed |
$8.46K - $10.2K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-12.1KClosed |
$406K - $491K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.2KClosed |
$325K - $517K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300+ 214.29% |
$8.72K - $13.9K
|
440
$22K
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.7KClosed |
$632K - $1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.79KClosed |
$197K - $314K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.3KClosed |
$96K - $152K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.45KClosed |
$188K - $298K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-41.6KClosed |
$1.21M - $1.92M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.19KClosed |
$63.8K - $101K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.53KClosed |
$44.4K - $70.5K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.6KClosed |
$802K - $1.27M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-55.4KClosed |
$2.23M - $2.36M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.1KClosed |
$525K - $555K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.76KClosed |
$232K - $245K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
SELL
|
- |
-35.7KClosed |
$1.44M - $1.52M
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-199Closed |
$8.01K - $8.46K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-755Closed |
$30.4K - $32.1K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6.38KClosed |
$257K - $271K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2019
Q3 2019
|
Adirondack Trust CO
|
SELL
|
- |
-755Closed |
$29.4K - $32.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.38KClosed |
$51.7K - $55.4K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$379K - $406K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-491Closed |
$18.4K - $19.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.67KClosed |
$100K - $107K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-653Closed |
$24.5K - $26.3K
|
0
$0
|
|