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 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-49.2KClosed |
$2.08M - $2.47M
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-119- 2.2% |
$5.02K - $5.97K
|
5.28K
$317K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.25KNew |
$222K - $264K
|
5.25K
$315K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84New |
$3.55K - $4.22K
|
84
$5.05K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.2KNew |
$676K - $803K
|
16.2K
$975K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.17K- 37.72% |
$48.5K - $57.7K
|
1.93K
$116K
|
|
|
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
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.84KNew |
$202K - $239K
|
4.84K
$291K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.25KNew |
$260K - $309K
|
6.25K
$375K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.6KNew |
$275K - $326K
|
6.6K
$397K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12Closed |
$499 - $593
|
0
$0
|
|
|
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
$439K
|
|
|
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
$150K
|
|
|
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
$10.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-901- 99.45% |
$37.5K - $44.5K
|
5
$300
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
101New |
$4.2K - $4.99K
|
101
$6.07K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-215- 21.5% |
$8.94K - $10.6K
|
785
$47.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.55KClosed |
$189K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
4.89KNew |
$203K - $241K
|
4.89K
$293K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-268KClosed |
$11.2M - $13.3M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-300- 5.15% |
$12.5K - $14.8K
|
5.53K
$332K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6New |
$250 - $296
|
6
$360
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.36K- 35.9% |
$181K - $215K
|
7.78K
$467K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30- 8.93% |
$1.25K - $1.48K
|
306
$18.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-850Closed |
$35.4K - $42K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.48KNew |
$103K - $123K
|
2.48K
$149K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.36KClosed |
$56.5K - $67K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
348New |
$14.6K - $16.7K
|
348
$20.9K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.1KClosed |
$46.1K - $52.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
210New |
$8.81K - $10.1K
|
210
$12.6K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.51KClosed |
$189K - $216K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-308Closed |
$12.9K - $14.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
90New |
$3.77K - $4.32K
|
90
$5.41K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.5KNew |
$525K - $600K
|
12.5K
$751K
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-400KClosed |
$16.8M - $19.2M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-30.3KClosed |
$1.27M - $1.45M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25Closed |
$1.05K - $1.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-818Closed |
$34.3K - $39.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
134New |
$5.62K - $6.43K
|
134
$8.05K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$54.5K - $62.3K
|
1.3K
$78.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-247Closed |
$10.4K - $11.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-150- 85.71% |
$6.29K - $7.19K
|
25
$1.5K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.58KNew |
$65.2K - $73.3K
|
1.58K
$95.1K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56Closed |
$2.31K - $2.59K
|
0
$0
|
|