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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-260- 2.28% |
$10.8K - $11.7K
|
11.1K
$550K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-284- 0.81% |
$11.8K - $12.8K
|
34.9K
$1.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-341- 1.39% |
$14.2K - $15.4K
|
24.1K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-416- 0.41% |
$17.3K - $18.8K
|
100K
$4.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-481- 3.33% |
$20K - $21.7K
|
14K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-501- 3.03% |
$20.9K - $22.6K
|
16.1K
$793K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-565- 7.43% |
$23.5K - $25.5K
|
7.04K
$348K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-607- 4.31% |
$25.3K - $27.4K
|
13.5K
$666K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-609- 58.84% |
$25.4K - $27.5K
|
426
$21K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-609- 58.84% |
$25.4K - $27.5K
|
426
$21K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-663- 2.56% |
$27.6K - $29.9K
|
25.3K
$1.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-695- 5.25% |
$28.9K - $31.4K
|
12.5K
$620K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-827- 4.3% |
$34.4K - $37.3K
|
18.4K
$908K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 37.6% |
$46.6K - $50.6K
|
1.86K
$91.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.17K- 5.11% |
$48.6K - $52.6K
|
21.7K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 15.39% |
$55.1K - $59.7K
|
7.27K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 4.8% |
$56K - $60.7K
|
26.7K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 5.68% |
$58.9K - $63.8K
|
23.5K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 9.3% |
$60.5K - $65.6K
|
14.2K
$700K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.5K- 6.4% |
$62.3K - $67.5K
|
21.9K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.59K- 3.76% |
$66.4K - $72K
|
40.8K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.86K- 22.59% |
$77.4K - $83.9K
|
6.37K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.26K- 1.52% |
$94.1K - $102K
|
147K
$7.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 14.54% |
$101K - $110K
|
14.3K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.25K- 92.11% |
$135K - $147K
|
278
$13.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.57K- 36.97% |
$149K - $161K
|
6.09K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.69K- 29.1% |
$154K - $167K
|
8.99K
$444K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.44K- 11.6% |
$185K - $200K
|
33.8K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.45K- 29.45% |
$185K - $201K
|
10.7K
$527K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.46K- 34.49% |
$227K - $247K
|
10.4K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.47K- 10.44% |
$228K - $247K
|
46.9K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.95K- 16.49% |
$248K - $269K
|
30.1K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.96K- 37.33% |
$331K - $359K
|
13.4K
$660K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.1K- 65.68% |
$587K - $636K
|
7.36K
$364K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 5.15% |
$627K - $679K
|
277K
$13.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-15.6K- 19.72% |
$650K - $704K
|
63.5K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-19.7K- 63.58% |
$821K - $890K
|
11.3K
$558K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24K- 57.09% |
$998K - $1.08M
|
18K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24K- 57.09% |
$998K - $1.08M
|
18K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26.8K- 75.63% |
$1.11M - $1.21M
|
8.62K
$426K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28.7K- 65.03% |
$1.19M - $1.3M
|
15.4K
$762K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-41.6K- 75.36% |
$1.73M - $1.88M
|
13.6K
$672K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-50.6K- 82.03% |
$2.11M - $2.29M
|
11.1K
$548K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-55.5K- 43.0% |
$2.31M - $2.51M
|
73.6K
$3.64M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-69.6K- 61.36% |
$2.9M - $3.14M
|
43.8K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-111K- 73.09% |
$4.63M - $5.02M
|
40.9K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-119K- 22.85% |
$4.97M - $5.39M
|
403K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-137K- 90.21% |
$5.7M - $6.18M
|
14.9K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09M- 4.9% |
$45.5M - $49.3M
|
21.2M
$1.05B
|