Institutional Ownership Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
69,190
shares
|
$3.38 Million
0.97% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
68,299
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
68,048
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2024
Added 107.23%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
64,246
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 266.78%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,875
shares
|
$2.78 Million
2.12% of portfolio
|
Q3 2024
New holding
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
56,508
shares
|
$2.76 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
52,977
shares
|
$2.59 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
51,825
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
51,235
shares
|
$2.5 Million
0.69% of portfolio
|
Q3 2024
Added 228.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
49,464
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
48,962
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
46,320
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
45,972
shares
|
$2.24 Million
0.36% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
45,419
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
45,173
shares
|
$2.2 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
44,958
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 47.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
43,877
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
42,702
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
41,247
shares
|
$2.01 Million
1.17% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
39,546
shares
|
$1.93 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,931
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
37,489
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
37,469
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
35,812
shares
|
$1.75 Million
1.11% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
33,824
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.76%
|