Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
702+ 7.45% |
$28.4K - $33K
|
10.1K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
591+ 1.99% |
$23.9K - $27.8K
|
30.2K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
501+ 3.37% |
$20.3K - $23.5K
|
15.4K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$20.3K - $23.5K
|
500
$24.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
456+ 66.09% |
$18.5K - $21.4K
|
1.15K
$56.6K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
400New |
$16.2K - $18.8K
|
400
$19.8K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
352+ 27.85% |
$14.3K - $16.5K
|
1.62K
$79.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
297+ 4.78% |
$12K - $14K
|
6.52K
$322K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
273New |
$11.1K - $12.8K
|
273
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
253+ 2.54% |
$10.2K - $11.9K
|
10.2K
$504K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
247New |
$10K - $11.6K
|
247
$12.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
244+ 3.62% |
$9.88K - $11.5K
|
6.99K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.21K - $8.37K
|
178
$8.79K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
163+ 0.77% |
$6.6K - $7.66K
|
21.4K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
160+ 2.38% |
$6.48K - $7.52K
|
6.88K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
152+ 1.32% |
$6.16K - $7.14K
|
11.6K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
125+ 0.12% |
$5.06K - $5.88K
|
106K
$5.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
117+ 0.86% |
$4.74K - $5.5K
|
13.8K
$680K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
110+ 0.11% |
$4.46K - $5.17K
|
102K
$5.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
97+ 15.13% |
$3.93K - $4.56K
|
738
$36.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
73+ 0.45% |
$2.96K - $3.43K
|
16.4K
$812K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47New |
$1.9K - $2.21K
|
47
$2.32K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
46+ 0.61% |
$1.86K - $2.16K
|
7.65K
$378K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37New |
$1.5K - $1.74K
|
37
$1.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.16% |
$486 - $564
|
7.69K
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 7.69% |
$324 - $376
|
112
$5.53K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8New |
$324 - $376
|
8
$395
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.52% |
$203 - $235
|
970
$47.9K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 20.83% |
$203 - $235
|
29
$1.43K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.8% |
$122 - $141
|
379
$18.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.87% |
$81 - $94
|
232
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.76% |
$40.5 - $47
|
22
$1.09K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3- 10.0% |
$122 - $141
|
27
$1.33K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-14- 0.22% |
$567 - $658
|
6.24K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 11.02% |
$567 - $658
|
113
$5.58K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23- 22.12% |
$932 - $1.08K
|
81
$4K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-48- 0.32% |
$1.94K - $2.26K
|
15K
$743K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-68- 50.75% |
$2.75K - $3.2K
|
66
$3.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-78- 0.84% |
$3.16K - $3.67K
|
9.22K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-80- 1.19% |
$3.24K - $3.76K
|
6.66K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-115- 1.22% |
$4.66K - $5.41K
|
9.28K
$458K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-127- 0.91% |
$5.14K - $5.97K
|
13.8K
$681K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-140- 2.36% |
$5.67K - $6.58K
|
5.8K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-142- 1.39% |
$5.75K - $6.67K
|
10K
$496K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-181- 2.88% |
$7.33K - $8.51K
|
6.11K
$302K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-214- 0.39% |
$8.67K - $10.1K
|
55.1K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-216- 0.37% |
$8.75K - $10.2K
|
58.1K
$2.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-225- 3.38% |
$9.11K - $10.6K
|
6.43K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-288- 7.55% |
$11.7K - $13.5K
|
3.53K
$174K
|