Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.13KNew |
$90K - $107K
|
2.13K
$105K
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.01K+ 5.48% |
$84.9K - $101K
|
38.7K
$1.91M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.95KNew |
$82.2K - $97.7K
|
1.95K
$96.1K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.9KNew |
$80.2K - $95.4K
|
1.9K
$93.9K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.82KNew |
$76.8K - $91.3K
|
1.82K
$89.9K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.68K+ 18.15% |
$70.8K - $84.2K
|
10.9K
$540K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.6K+ 2.84% |
$67.5K - $80.2K
|
57.9K
$2.86M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.57K+ 3.73% |
$66.2K - $78.7K
|
43.5K
$2.15M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.43K+ 15.02% |
$60.3K - $71.7K
|
10.9K
$541K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 14.88% |
$55.1K - $65.5K
|
10.1K
$498K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22K+ 19.01% |
$51.6K - $61.3K
|
7.64K
$378K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.19K+ 2.48% |
$50.4K - $59.9K
|
49.2K
$2.43M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 10.41% |
$50K - $59.5K
|
12.6K
$621K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.14K+ 1.07% |
$48K - $57.1K
|
108K
$5.32M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 4.19% |
$47.8K - $56.9K
|
28.2K
$1.39M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 8.14% |
$45.8K - $54.4K
|
14.4K
$711K
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.05K+ 2.62% |
$44.3K - $52.7K
|
41.1K
$2.03M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
968+ 23.68% |
$40.9K - $48.6K
|
5.06K
$250K
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
934+ 1.36% |
$39.4K - $46.9K
|
69.8K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
801+ 5.55% |
$33.8K - $40.2K
|
15.2K
$753K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
752+ 0.89% |
$31.7K - $37.8K
|
85.5K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
707+ 8.08% |
$29.8K - $35.5K
|
9.46K
$467K
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
513+ 6.53% |
$21.7K - $25.8K
|
8.37K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
443+ 1.32% |
$18.7K - $22.2K
|
34K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
337+ 4.65% |
$14.2K - $16.9K
|
7.58K
$374K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
324+ 2.51% |
$13.7K - $16.3K
|
13.2K
$653K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
305New |
$12.9K - $15.3K
|
305
$15.1K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
217+ 1.57% |
$9.16K - $10.9K
|
14K
$692K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
153+ 0.71% |
$6.46K - $7.68K
|
21.6K
$1.06M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
140New |
$5.91K - $7.03K
|
140
$6.92K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
133New |
$5.62K - $6.68K
|
133
$6.57K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
121+ 0.7% |
$5.11K - $6.07K
|
17.4K
$858K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
103+ 332.26% |
$4.35K - $5.17K
|
134
$6.62K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$3.59K - $4.27K
|
85
$4.2K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84New |
$3.55K - $4.22K
|
84
$4.15K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
84+ 0.75% |
$3.55K - $4.22K
|
11.3K
$560K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
81New |
$3.42K - $4.07K
|
81
$4K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
46+ 0.6% |
$1.94K - $2.31K
|
7.66K
$378K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
41+ 0.42% |
$1.73K - $2.06K
|
9.83K
$486K
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
38+ 0.32% |
$1.6K - $1.91K
|
11.9K
$586K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 0.57% |
$1.01K - $1.2K
|
4.22K
$208K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.74% |
$549 - $653
|
1.78K
$87.7K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12New |
$507 - $602
|
12
$593
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.04% |
$380 - $452
|
24.4K
$1.2M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 50.0% |
$84.4 - $100
|
6
$296
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 5.0% |
$42.2 - $50.2
|
21
$1.04K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9Closed |
$380 - $452
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-11Closed |
$464 - $552
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-21- 39.62% |
$887 - $1.05K
|
32
$1.58K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 6.75% |
$887 - $1.05K
|
290
$14.3K
|