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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-110- 1.61% |
$4.25K - $4.67K
|
6.72K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-127- 4.34% |
$4.9K - $5.39K
|
2.8K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 80.23% |
$5.48K - $6.02K
|
35
$1.73K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-153- 2.69% |
$5.91K - $6.49K
|
5.53K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-226- 5.41% |
$8.73K - $9.59K
|
3.95K
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-310- 5.88% |
$12K - $13.2K
|
4.96K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-445- 4.77% |
$17.2K - $18.9K
|
8.89K
$439K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-493- 7.68% |
$19K - $20.9K
|
5.92K
$293K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-502- 5.12% |
$19.4K - $21.3K
|
9.3K
$459K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-504- 2.32% |
$19.5K - $21.4K
|
21.2K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-725- 10.63% |
$28K - $30.8K
|
6.09K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-772- 12.71% |
$29.8K - $32.7K
|
5.3K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-810- 7.37% |
$31.3K - $34.4K
|
10.2K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-875- 2.26% |
$33.8K - $37.1K
|
37.9K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.03K- 11.97% |
$39.9K - $43.8K
|
7.6K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.27K- 15.97% |
$48.9K - $53.7K
|
6.66K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-1.41K- 22.95% |
$54.4K - $59.8K
|
4.73K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 17.89% |
$55.4K - $60.8K
|
6.58K
$325K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.77K- 12.87% |
$68.5K - $75.3K
|
12K
$593K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.78K- 8.5% |
$68.7K - $75.5K
|
19.1K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.98K- 56.5% |
$76.6K - $84.1K
|
1.53K
$75.4K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.09K- 2.52% |
$80.5K - $88.5K
|
80.7K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.31K- 4.82% |
$89.2K - $98K
|
45.6K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.64K- 4.55% |
$102K - $112K
|
55.4K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.78K- 13.16% |
$107K - $118K
|
18.3K
$905K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.01K- 32.32% |
$116K - $128K
|
6.3K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.19K- 38.15% |
$123K - $135K
|
5.17K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.26K- 24.3% |
$126K - $138K
|
10.2K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-3.53K- 11.65% |
$136K - $150K
|
26.8K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.79K- 24.43% |
$146K - $161K
|
11.7K
$579K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.85K- 75.49% |
$149K - $163K
|
1.25K
$61.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.48K- 17.98% |
$173K - $190K
|
20.5K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5K- 47.62% |
$193K - $212K
|
5.5K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.3K- 40.74% |
$205K - $225K
|
7.71K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-6.53K- 31.93% |
$252K - $277K
|
13.9K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.56K- 19.99% |
$253K - $278K
|
26.2K
$1.3M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.72K- 11.49% |
$259K - $285K
|
51.8K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.95K- 2.58% |
$268K - $295K
|
263K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.95K- 31.33% |
$268K - $295K
|
15.2K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7K- 29.88% |
$270K - $297K
|
16.4K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.63K- 25.31% |
$294K - $323K
|
22.5K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8.46K- 42.17% |
$327K - $359K
|
11.6K
$573K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 5.48% |
$461K - $507K
|
206K
$10.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12.1K- 99.94% |
$467K - $513K
|
7
$346
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 35.45% |
$474K - $521K
|
22.4K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.5K- 59.28% |
$559K - $614K
|
9.94K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.4K- 9.42% |
$942K - $1.03M
|
235K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.1K- 13.68% |
$1.32M - $1.45M
|
215K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.5K- 90.55% |
$1.41M - $1.55M
|
3.81K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.2K- 12.65% |
$1.44M - $1.58M
|
257K
$12.7M
|