Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Uti (FUTY)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-368- 0.31% |
$13.9K - $16.3K
|
117K
$5.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-381- 2.34% |
$14.4K - $16.8K
|
15.9K
$786K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-505- 5.62% |
$19.1K - $22.3K
|
8.48K
$419K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-521Closed |
$19.7K - $23K
|
0
$0
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-543- 7.44% |
$20.6K - $24K
|
6.76K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-551- 1.57% |
$20.9K - $24.3K
|
34.4K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-555- 1.7% |
$21K - $24.5K
|
32.2K
$1.59M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-694- 3.47% |
$26.3K - $30.7K
|
19.3K
$954K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-703- 6.23% |
$26.6K - $31.1K
|
10.6K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-704- 2.16% |
$26.7K - $31.1K
|
31.9K
$1.58M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-846- 6.74% |
$32K - $37.4K
|
11.7K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-941- 7.04% |
$35.6K - $41.6K
|
12.4K
$613K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-976- 13.26% |
$37K - $43.1K
|
6.39K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.07K- 4.22% |
$40.4K - $47.1K
|
24.2K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.07K- 4.01% |
$40.5K - $47.3K
|
25.6K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.54K- 17.88% |
$58.3K - $68.1K
|
7.08K
$350K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.55K- 2.13% |
$58.8K - $68.7K
|
71.3K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.56K- 8.47% |
$58.9K - $68.8K
|
16.8K
$831K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.27K- 7.54% |
$86K - $100K
|
27.9K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.42K- 3.81% |
$91.7K - $107K
|
61.1K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 25.67% |
$94.7K - $110K
|
7.24K
$358K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.57K- 24.74% |
$97.2K - $113K
|
7.81K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.8K- 4.68% |
$106K - $124K
|
57K
$2.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.87K- 9.6% |
$108K - $127K
|
27K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-2.92K- 24.62% |
$110K - $129K
|
8.93K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.22K- 14.87% |
$122K - $142K
|
18.4K
$911K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.34K- 21.62% |
$126K - $147K
|
12.1K
$597K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.54K- 12.84% |
$134K - $156K
|
24K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.29K- 28.89% |
$162K - $190K
|
10.6K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.56K- 2.35% |
$172K - $201K
|
189K
$9.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.57K- 9.65% |
$173K - $202K
|
42.8K
$2.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10.6K- 58.28% |
$400K - $467K
|
7.57K
$374K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-11.9K- 54.39% |
$450K - $525K
|
9.97K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18K- 4.3% |
$680K - $794K
|
400K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 8.45% |
$1.03M - $1.2M
|
294K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.6K- 11.67% |
$1.23M - $1.44M
|
247K
$12.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-38.5K- 87.96% |
$1.46M - $1.7M
|
5.28K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-66.9K- 45.68% |
$2.53M - $2.96M
|
79.6K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81K- 20.09% |
$3.07M - $3.58M
|
322K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-93.5K- 93.35% |
$3.54M - $4.13M
|
6.66K
$329K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-97.1K- 79.13% |
$3.68M - $4.29M
|
25.6K
$1.26M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-116K- 19.48% |
$4.37M - $5.1M
|
478K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-116K- 19.48% |
$4.37M - $5.1M
|
478K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-125K- 85.74% |
$4.72M - $5.5M
|
20.7K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-323K- 20.08% |
$12.2M - $14.2M
|
1.28M
$63.4M
|