Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Uti (FUTY)

FUTY Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q3 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
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
202K
+ 24.57%
$7.63M - $8.9M
1.02M $50.5M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
157K
+ 87.9%
$5.95M - $6.95M
336K $16.6M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
96K
+ 57.06%
$3.63M - $4.24M
264K $13.1M
Dec 05, 2024 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
73.6K
+ 1223.39%
$2.79M - $3.25M
79.6K $3.93M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
48K
+ 89.95%
$1.82M - $2.12M
101K $5M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
42.5K
+ 42.49%
$1.61M - $1.88M
143K $7.05M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
37.4K
+ 2493.93%
$1.41M - $1.65M
38.9K $1.92M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31.8K
+ 13.08%
$1.2M - $1.4M
274K $13.6M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
24.9K
New
$942K - $1.1M
24.9K $1.23M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
22.8K
+ 8.22%
$863K - $1.01M
300K $14.8M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
16K
+ 112.69%
$605K - $705K
30.1K $1.49M
Oct 19, 2023 Q3 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
12.5K
+ 23.89%
$475K - $554K
65K $3.21M
Oct 11, 2023 Q3 2023
Atlas Financial Advisors, Inc.

BUY
 -
12.1K
+ 89.26%
$460K - $537K
25.8K $1.27M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
11.3K
New
$426K - $497K
11.3K $556K
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
10.2K
New
$385K - $449K
10.2K $502K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.62K
+ 37.38%
$364K - $425K
35.3K $1.75M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.53K
New
$361K - $421K
9.53K $471K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.55K
+ 20.97%
$324K - $378K
49.3K $2.44M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
7.59K
+ 42.16%
$288K - $336K
25.6K $1.26M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.35K
+ 87.34%
$240K - $280K
13.6K $673K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
6.29K
New
$238K - $278K
6.29K $311K
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
6.11K
New
$231K - $270K
6.11K $302K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.57K
+ 54.6%
$211K - $246K
15.8K $778K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
5.37K
New
$203K - $237K
5.37K $265K
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
5.13K
+ 38.07%
$194K - $227K
18.6K $920K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
4.87K
+ 4.23%
$184K - $215K
120K $5.93M
Oct 13, 2023 Q3 2023
Monumental Financial Group Inc.

BUY
 -
4.76K
+ 6.47%
$180K - $210K
78.4K $3.87M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.55K
+ 52.27%
$172K - $201K
13.3K $655K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
4.16K
+ 29.73%
$158K - $184K
18.2K $897K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
4.1K
New
$155K - $181K
4.1K $203K
Nov 09, 2023 Q3 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
4.09K
+ 36.68%
$155K - $180K
15.2K $752K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
4.02K
+ 28.19%
$152K - $178K
18.3K $903K
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
3.75K
+ 18.85%
$142K - $166K
23.7K $1.17M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
3.64K
+ 5.47%
$138K - $161K
70.2K $3.47M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.51K
+ 8.78%
$133K - $155K
43.5K $2.15M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.47K
+ 10.26%
$131K - $153K
37.3K $1.84M
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
3.23K
+ 33.89%
$122K - $143K
12.7K $630K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.22K
New
$122K - $142K
3.22K $159K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.16K
+ 9.03%
$119K - $139K
38.1K $1.88M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.66K
+ 16.57%
$101K - $118K
18.7K $925K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.61K
+ 18.56%
$98.7K - $115K
16.7K $823K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.37K
New
$89.7K - $105K
2.37K $117K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.25K
+ 18.21%
$85.1K - $99.3K
14.6K $721K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
2.06K
+ 7.2%
$77.8K - $90.8K
30.6K $1.51M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.76K
+ 67.2%
$66.6K - $77.7K
4.37K $216K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
1.31K
+ 2.95%
$49.4K - $57.7K
45.6K $2.25M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.3K
+ 1.52%
$49.3K - $57.5K
87.1K $4.3M
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
1.17K
+ 5.61%
$44.3K - $51.7K
22K $1.09M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
992
+ 4.84%
$37.6K - $43.8K
21.5K $1.06M

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