Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.71K+ 71.94% |
$71.1K - $84.5K
|
4.09K
$207K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.61K+ 10.67% |
$67.1K - $79.7K
|
16.7K
$850K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 31.37% |
$61.2K - $72.7K
|
6.16K
$313K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.39KNew |
$57.9K - $68.8K
|
1.39K
$70.6K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 10.67% |
$53.4K - $63.4K
|
13.3K
$676K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
961+ 10.1% |
$40K - $47.5K
|
10.5K
$532K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
955+ 23.35% |
$39.7K - $47.2K
|
5.05K
$256K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
811+ 2.33% |
$33.7K - $40.1K
|
35.6K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
662+ 6.17% |
$27.5K - $32.7K
|
11.4K
$578K
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
608+ 4.95% |
$25.3K - $30K
|
12.9K
$654K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
530+ 225.53% |
$22K - $26.2K
|
765
$38.8K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
510New |
$21.2K - $25.2K
|
510
$25.9K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
414+ 12.93% |
$17.2K - $20.5K
|
3.62K
$183K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
399+ 1.66% |
$16.6K - $19.7K
|
24.4K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
393+ 0.24% |
$16.3K - $19.4K
|
165K
$8.39M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
356+ 3.55% |
$14.8K - $17.6K
|
10.4K
$527K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
332+ 4.81% |
$13.8K - $16.4K
|
7.24K
$367K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
258New |
$10.7K - $12.7K
|
258
$13.1K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
216+ 2.26% |
$8.99K - $10.7K
|
9.79K
$497K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
207+ 0.05% |
$8.61K - $10.2K
|
409K
$20.7M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
191New |
$7.95K - $9.44K
|
191
$9.69K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
186+ 2066.67% |
$7.74K - $9.19K
|
195
$9.89K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
184+ 4.59% |
$7.65K - $9.09K
|
4.19K
$213K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
176New |
$7.32K - $8.7K
|
176
$8.93K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176+ 0.21% |
$7.32K - $8.7K
|
84.7K
$4.3M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
175+ 1.58% |
$7.28K - $8.65K
|
11.3K
$571K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
169+ 1.97% |
$7.03K - $8.35K
|
8.77K
$445K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158New |
$6.57K - $7.81K
|
158
$8.02K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
101New |
$4.2K - $4.99K
|
101
$5.12K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
92New |
$3.83K - $4.55K
|
92
$4.67K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
91+ 1.44% |
$3.79K - $4.5K
|
6.42K
$326K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.63% |
$2.95K - $3.51K
|
11.3K
$571K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
60+ 0.65% |
$2.5K - $2.96K
|
9.24K
$469K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41+ 0.54% |
$1.71K - $2.03K
|
7.62K
$386K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31New |
$1.29K - $1.53K
|
31
$1.57K
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
29+ 0.37% |
$1.21K - $1.43K
|
7.85K
$399K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24New |
$998 - $1.19K
|
24
$1.22K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 8.36% |
$998 - $1.19K
|
311
$15.8K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9New |
$374 - $445
|
9
$457
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6New |
$250 - $296
|
6
$304
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$166 - $198
|
4
$203
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.59% |
$41.6 - $49.4
|
170
$8.63K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12Closed |
$499 - $593
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.23% |
$790 - $939
|
8.21K
$417K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30- 8.93% |
$1.25K - $1.48K
|
306
$15.5K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-62- 24.41% |
$2.58K - $3.06K
|
192
$9.74K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-62Closed |
$2.58K - $3.06K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-65- 0.26% |
$2.7K - $3.21K
|
24.9K
$1.26M
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-94- 0.79% |
$3.91K - $4.64K
|
11.8K
$600K
|