Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI UTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
820KNew |
$31.7M - $34.8M
|
820K
$40.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
110K+ 27.6% |
$4.25M - $4.67M
|
509K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
85K+ 18.94% |
$3.28M - $3.61M
|
534K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
81.3K+ 66.25% |
$3.14M - $3.45M
|
204K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
72.9KNew |
$2.81M - $3.09M
|
72.9K
$3.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.9K+ 17.21% |
$1.5M - $1.65M
|
265K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.7K+ 452.19% |
$1.15M - $1.26M
|
36.2K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.7K+ 184.66% |
$1.07M - $1.18M
|
42.7K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6K+ 75.57% |
$833K - $915K
|
50.1K
$2.48M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 182.09% |
$824K - $906K
|
33.1K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 10.63% |
$765K - $840K
|
206K
$10.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 10.63% |
$765K - $840K
|
206K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
18.2K+ 159.96% |
$704K - $774K
|
29.6K
$1.46M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.4K+ 155.62% |
$594K - $653K
|
25.3K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15K+ 104.77% |
$580K - $637K
|
29.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$494K - $543K
|
12.8K
$633K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 12.8% |
$464K - $510K
|
106K
$5.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.8K+ 18.02% |
$455K - $500K
|
77.2K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
11.7KNew |
$452K - $496K
|
11.7K
$578K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.6K+ 46.58% |
$448K - $492K
|
36.5K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.64K+ 53.25% |
$372K - $409K
|
27.7K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.45K+ 59.67% |
$365K - $401K
|
25.3K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.3K+ 5.97% |
$320K - $352K
|
147K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.93KNew |
$306K - $336K
|
7.93K
$392K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.6KNew |
$293K - $322K
|
7.6K
$375K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.6KNew |
$293K - $322K
|
7.6K
$375K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.26KNew |
$242K - $265K
|
6.26K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.2K+ 422.7% |
$239K - $263K
|
7.67K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.94KNew |
$229K - $252K
|
5.94K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$200K - $220K
|
5.18K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.14K+ 15.53% |
$198K - $218K
|
38.2K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$190K - $209K
|
4.93K
$243K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.82KNew |
$186K - $204K
|
4.82K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.64K+ 45.57% |
$179K - $197K
|
14.8K
$732K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.94K+ 3.09% |
$152K - $167K
|
131K
$6.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.79K+ 13.21% |
$146K - $161K
|
32.5K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.7KNew |
$143K - $157K
|
3.7K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.55K+ 30.76% |
$137K - $151K
|
15.1K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.46K+ 8.94% |
$133K - $147K
|
42.1K
$2.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.31K+ 36.84% |
$128K - $140K
|
12.3K
$607K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.18K+ 4.37% |
$123K - $135K
|
75.9K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.14K+ 15.98% |
$121K - $133K
|
22.8K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.07K+ 4.7% |
$119K - $130K
|
68.4K
$3.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.76K+ 17.09% |
$107K - $117K
|
18.9K
$934K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.62K+ 7.58% |
$101K - $111K
|
37.2K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.24K+ 6.59% |
$86.4K - $94.9K
|
36.2K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 7.29% |
$52.6K - $57.8K
|
20K
$990K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33K+ 3.46% |
$51.3K - $56.3K
|
39.7K
$1.96M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.32KNew |
$51K - $56K
|
1.32K
$65.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32KNew |
$50.9K - $55.9K
|
1.32K
$65.1K
|