Latest Institutional Purchases of Fidelity Covington Tr Msci Uti (FUTY)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Uti (FUTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
135New |
$5.57K - $6.3K
|
135
$6.67K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 31.69% |
$2.39K - $2.71K
|
241
$11.9K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11New |
$454 - $513
|
11
$543
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.8KNew |
$271K - $319K
|
6.8K
$336K
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
6.8KNew |
$271K - $319K
|
6.8K
$336K
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.13KNew |
$204K - $241K
|
5.13K
$253K
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
5.06KNew |
$202K - $238K
|
5.06K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.68KNew |
$186K - $220K
|
4.68K
$231K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58KNew |
$182K - $215K
|
4.58K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$177K - $209K
|
4.45K
$220K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.17KNew |
$126K - $149K
|
3.17K
$157K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.16KNew |
$126K - $149K
|
3.16K
$156K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$102K - $120K
|
2.56K
$126K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
919+ 13.03% |
$36.6K - $43.2K
|
7.97K
$394K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
886New |
$35.3K - $41.6K
|
886
$43.8K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$17.9K - $21.1K
|
450
$22.2K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$7.97K - $9.39K
|
200
$9.88K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 4.52% |
$7.17K - $8.45K
|
4.16K
$206K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
147New |
$5.86K - $6.9K
|
147
$7.26K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$2.03K - $2.4K
|
51
$2.52K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 16.67% |
$39.8 - $47
|
7
$346
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
221KNew |
$9.32M - $11.1M
|
221K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
42.7KNew |
$1.8M - $2.14M
|
42.7K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
12.7KNew |
$538K - $640K
|
12.7K
$629K
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
6.3KNew |
$266K - $316K
|
6.3K
$311K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.25KNew |
$222K - $264K
|
5.25K
$259K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.86KNew |
$205K - $244K
|
4.86K
$240K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.9KNew |
$80.2K - $95.4K
|
1.9K
$93.9K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.82KNew |
$76.8K - $91.3K
|
1.82K
$89.9K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22K+ 19.01% |
$51.6K - $61.3K
|
7.64K
$378K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
133New |
$5.62K - $6.68K
|
133
$6.57K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$3.59K - $4.27K
|
85
$4.2K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84New |
$3.55K - $4.22K
|
84
$4.15K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
81New |
$3.42K - $4.07K
|
81
$4K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.74% |
$549 - $653
|
1.78K
$87.7K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12New |
$507 - $602
|
12
$593
|
|
Q2 2022 | |||||||
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.2KNew |
$676K - $803K
|
16.2K
$802K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
7.31KNew |
$304K - $361K
|
7.31K
$361K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.6KNew |
$275K - $326K
|
6.6K
$326K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.25KNew |
$260K - $309K
|
6.25K
$309K
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
4.89KNew |
$203K - $241K
|
4.89K
$241K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.84KNew |
$202K - $239K
|
4.84K
$239K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.5KNew |
$104K - $124K
|
2.5K
$124K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.48KNew |
$103K - $123K
|
2.48K
$123K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
176New |
$7.32K - $8.7K
|
176
$8.69K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
101New |
$4.2K - $4.99K
|
101
$4.99K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6New |
$250 - $296
|
6
$296
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.5KNew |
$525K - $600K
|
12.5K
$618K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$54.5K - $62.3K
|
1.3K
$64.2K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
348New |
$14.6K - $16.7K
|
348
$17.2K
|