Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q1 2025. 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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 0.42% |
$1.64K - $1.76K
|
8.02K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49- 4.15% |
$2.36K - $2.54K
|
1.13K
$59.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 13.47% |
$2.94K - $3.16K
|
392
$20.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-63- 43.15% |
$3.03K - $3.26K
|
83
$4.38K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-107- 1.4% |
$5.15K - $5.54K
|
7.54K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-125- 2.13% |
$6.02K - $6.47K
|
5.74K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-170- 0.18% |
$8.18K - $8.8K
|
96.7K
$5.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-174- 2.27% |
$8.37K - $9.01K
|
7.49K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-174- 0.52% |
$8.37K - $9.01K
|
33.3K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-188- 3.83% |
$9.05K - $9.73K
|
4.72K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 78.13% |
$9.63K - $10.4K
|
56
$2.96K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-201- 2.07% |
$9.67K - $10.4K
|
9.5K
$501K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-219- 1.55% |
$10.5K - $11.3K
|
13.9K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-227- 2.92% |
$10.9K - $11.8K
|
7.55K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-239- 4.15% |
$11.5K - $12.4K
|
5.52K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-260- 1.95% |
$12.5K - $13.5K
|
13.1K
$690K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-410- 8.97% |
$19.7K - $21.2K
|
4.16K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-475- 1.98% |
$22.9K - $24.6K
|
23.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-518- 2.21% |
$24.9K - $26.8K
|
23K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-573- 2.52% |
$27.6K - $29.7K
|
22.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-700- 1.17% |
$33.7K - $36.2K
|
59.2K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-969- 3.04% |
$46.6K - $50.2K
|
30.9K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01KClosed |
$48.6K - $52.3K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 6.46% |
$50.8K - $54.7K
|
15.3K
$807K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 18.44% |
$53.7K - $57.7K
|
4.93K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.17K- 93.95% |
$56.1K - $60.3K
|
75
$3.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.19K- 2.64% |
$57.3K - $61.6K
|
44K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.2K- 6.3% |
$57.8K - $62.1K
|
17.8K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.32K- 5.25% |
$63.4K - $68.2K
|
23.8K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.33K- 19.62% |
$64.1K - $68.9K
|
5.45K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 3.33% |
$67.3K - $72.4K
|
40.5K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.59K- 18.54% |
$76.3K - $82.1K
|
6.96K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.61K- 9.19% |
$77.7K - $83.6K
|
15.9K
$841K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.82K- 43.76% |
$87.6K - $94.3K
|
2.34K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.87K- 12.68% |
$89.8K - $96.6K
|
12.8K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 5.31% |
$93K - $100K
|
34.5K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.11K- 3.46% |
$101K - $109K
|
58.7K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 20.87% |
$106K - $114K
|
8.33K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.38K- 12.64% |
$115K - $123K
|
16.5K
$870K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.5K- 3.19% |
$120K - $129K
|
76K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.83K- 15.43% |
$136K - $146K
|
15.5K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.85K- 6.94% |
$137K - $148K
|
38.2K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-3.08K- 19.31% |
$148K - $160K
|
12.9K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-3.16K- 4.06% |
$152K - $164K
|
74.8K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.33K- 16.71% |
$160K - $172K
|
16.6K
$875K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.42K- 84.18% |
$164K - $177K
|
642
$33.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.44K- 30.5% |
$165K - $178K
|
7.84K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.08K- 21.62% |
$196K - $211K
|
14.8K
$780K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.97K- 4.53% |
$239K - $257K
|
105K
$5.52M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.13K- 41.25% |
$247K - $265K
|
7.3K
$385K
|