Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.27M+ 6200.0% |
$50.5M - $59.5M
|
1.29M
$63.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
854K+ 4.27% |
$34M - $40.1M
|
20.9M
$1.03B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
191K+ 100.05% |
$7.6M - $8.97M
|
382K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 116.34% |
$6.75M - $7.96M
|
315K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4KNew |
$2.88M - $3.4M
|
72.4K
$3.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
69.1K+ 150.99% |
$2.75M - $3.25M
|
115K
$5.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
52.4KNew |
$2.09M - $2.46M
|
52.4K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.9KNew |
$1.95M - $2.3M
|
48.9K
$2.41M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35K+ 171.92% |
$1.39M - $1.64M
|
55.3K
$2.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
24.2K+ 39.0% |
$963K - $1.14M
|
86.2K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 202.66% |
$813K - $959K
|
30.5K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
19.8KNew |
$789K - $930K
|
19.8K
$978K
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 68.66% |
$747K - $880K
|
46K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4KNew |
$572K - $675K
|
14.4K
$710K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 3.42% |
$511K - $603K
|
388K
$19.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8KNew |
$510K - $601K
|
12.8K
$632K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 4.85% |
$452K - $533K
|
246K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9KNew |
$433K - $510K
|
10.9K
$536K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
10.5KNew |
$420K - $495K
|
10.5K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$411K - $485K
|
10.3K
$510K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 3.62% |
$410K - $483K
|
295K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.06K+ 59.41% |
$361K - $425K
|
24.3K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.97K+ 43.88% |
$357K - $422K
|
29.4K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.61KNew |
$343K - $404K
|
8.61K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.75K+ 53.81% |
$309K - $364K
|
22.2K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.73K+ 9.2% |
$308K - $363K
|
91.8K
$4.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.96K+ 72.53% |
$277K - $327K
|
16.5K
$817K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
6.8KNew |
$271K - $319K
|
6.8K
$336K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.39K+ 24.18% |
$254K - $300K
|
32.8K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.15K+ 12.91% |
$245K - $289K
|
53.8K
$2.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.11KNew |
$243K - $287K
|
6.11K
$302K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.13KNew |
$204K - $241K
|
5.13K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.08K+ 24.17% |
$202K - $238K
|
26.1K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
5.06KNew |
$202K - $238K
|
5.06K
$250K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.95KNew |
$197K - $232K
|
4.95K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.68KNew |
$186K - $220K
|
4.68K
$231K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.64K+ 8.16% |
$185K - $218K
|
61.4K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.62K+ 56.8% |
$184K - $217K
|
12.8K
$630K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58KNew |
$182K - $215K
|
4.58K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$177K - $209K
|
4.45K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.42K+ 35.17% |
$176K - $208K
|
17K
$839K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.31K+ 7.45% |
$172K - $203K
|
62.2K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 75.5% |
$142K - $168K
|
8.32K
$411K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.56K+ 3.31% |
$142K - $167K
|
111K
$5.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.49K+ 8.71% |
$139K - $164K
|
43.6K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.17KNew |
$126K - $149K
|
3.17K
$157K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 3.26% |
$126K - $149K
|
100K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.16KNew |
$126K - $149K
|
3.16K
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 71.18% |
$119K - $140K
|
7.18K
$354K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$102K - $120K
|
2.56K
$126K
|