Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
394K+ 197.24% |
$16.4M - $17.8M
|
593K
$29.3M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
141K+ 2336.11% |
$5.85M - $6.34M
|
147K
$7.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
126K+ 636.28% |
$5.23M - $5.67M
|
145K
$7.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
88K+ 17.43% |
$3.67M - $3.97M
|
593K
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
66.7KNew |
$2.78M - $3.01M
|
66.7K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.8KNew |
$2.49M - $2.7M
|
59.8K
$2.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.4K+ 21.77% |
$2.39M - $2.59M
|
321K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.3KNew |
$2.22M - $2.41M
|
53.3K
$2.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
50.9K+ 43.42% |
$2.12M - $2.3M
|
168K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49KNew |
$2.04M - $2.21M
|
49K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4KNew |
$1.97M - $2.14M
|
47.4K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
44.3KNew |
$1.84M - $2M
|
44.3K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
39.5KNew |
$1.65M - $1.79M
|
39.5K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.52M - $1.64M
|
36.4K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.7K+ 7.1% |
$1.15M - $1.25M
|
418K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 380.49% |
$1.08M - $1.17M
|
32.6K
$1.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.2KNew |
$801K - $868K
|
19.2K
$950K
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.6K+ 28.38% |
$483K - $524K
|
52.5K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.2KNew |
$465K - $504K
|
11.2K
$552K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7KNew |
$446K - $483K
|
10.7K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.81KNew |
$284K - $308K
|
6.81K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.29K+ 32.36% |
$262K - $284K
|
25.7K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.94K+ 3.43% |
$247K - $268K
|
179K
$8.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.4KNew |
$225K - $244K
|
5.4K
$267K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 1.62% |
$186K - $202K
|
279K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.36K+ 535.14% |
$181K - $197K
|
5.17K
$255K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.1K+ 24.96% |
$171K - $185K
|
20.5K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.42K+ 1.43% |
$143K - $155K
|
243K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.26K+ 47.09% |
$136K - $147K
|
10.2K
$504K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.22K+ 0.2% |
$134K - $145K
|
1.61M
$79.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.03K+ 23.6% |
$126K - $137K
|
15.9K
$783K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.88K+ 50.38% |
$120K - $130K
|
8.61K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.76K+ 40.88% |
$115K - $125K
|
9.52K
$470K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.73K+ 2.8% |
$114K - $123K
|
100K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.53K+ 6.75% |
$105K - $114K
|
40K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.51K+ 104.58% |
$105K - $113K
|
4.91K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 2.81% |
$97.8K - $106K
|
85.8K
$4.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.23K+ 1.94% |
$93K - $101K
|
117K
$5.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.16K+ 3.35% |
$89.8K - $97.3K
|
66.6K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.96K+ 16.17% |
$81.4K - $88.3K
|
14K
$694K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 4.41% |
$57.5K - $62.4K
|
32.7K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 17.04% |
$52.8K - $57.3K
|
8.71K
$430K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.25K+ 1.1% |
$52.2K - $56.6K
|
115K
$5.69M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
1.21K+ 11.32% |
$50.2K - $54.4K
|
11.9K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.18KNew |
$48.9K - $53.1K
|
1.18K
$58K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.18K+ 4.45% |
$48.9K - $53.1K
|
27.6K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 20.98% |
$45.4K - $49.2K
|
6.28K
$310K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
980+ 4.93% |
$40.8K - $44.2K
|
20.9K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
948+ 3.28% |
$39.5K - $42.8K
|
29.8K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
828+ 9.62% |
$34.5K - $37.4K
|
9.44K
$466K
|