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 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.45K+ 10.2% |
$97.7K - $115K
|
26.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 20.33% |
$91.6K - $108K
|
13.6K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.21K+ 1.56% |
$88.2K - $104K
|
145K
$7.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.19K+ 19.97% |
$87.1K - $103K
|
13.1K
$649K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.87K+ 87.62% |
$74.4K - $87.7K
|
4K
$198K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 20.01% |
$67.2K - $79.3K
|
10.1K
$500K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.66K+ 4.27% |
$66K - $77.8K
|
40.4K
$2M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.57K+ 43.5% |
$62.7K - $73.9K
|
5.19K
$256K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 5.04% |
$53.6K - $63.2K
|
28K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.28KNew |
$51.1K - $60.3K
|
1.28K
$63.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
1.21K+ 1.74% |
$48.4K - $57K
|
71K
$3.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.21K+ 2.95% |
$48.4K - $57K
|
42.3K
$2.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
978+ 3.43% |
$39K - $45.9K
|
29.5K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
977+ 2.46% |
$38.9K - $45.9K
|
40.7K
$2.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
919+ 13.03% |
$36.6K - $43.2K
|
7.97K
$394K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
886New |
$35.3K - $41.6K
|
886
$43.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
820+ 3.89% |
$32.7K - $38.5K
|
21.9K
$1.08M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
781+ 12.48% |
$31.1K - $36.7K
|
7.04K
$348K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
760+ 10.98% |
$30.3K - $35.7K
|
7.68K
$379K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
544+ 6.5% |
$21.7K - $25.6K
|
8.91K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
479+ 0.54% |
$19.1K - $22.5K
|
88.4K
$4.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
460+ 2.13% |
$18.3K - $21.6K
|
22K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$17.9K - $21.1K
|
450
$22.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
419+ 0.96% |
$16.7K - $19.7K
|
44K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
390+ 0.33% |
$15.5K - $18.3K
|
120K
$5.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
364New |
$14.5K - $17.1K
|
364
$18K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
334+ 0.77% |
$13.3K - $15.7K
|
43.8K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
302+ 0.38% |
$12K - $14.2K
|
80.1K
$3.95M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
276+ 2.33% |
$11K - $13K
|
12.1K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$7.97K - $9.39K
|
200
$9.88K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
181+ 1.6% |
$7.21K - $8.5K
|
11.5K
$569K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 4.52% |
$7.17K - $8.45K
|
4.16K
$206K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
178+ 1.27% |
$7.09K - $8.36K
|
14.2K
$700K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
166New |
$6.61K - $7.8K
|
166
$8.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
162+ 3.2% |
$6.45K - $7.61K
|
5.22K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
151+ 0.73% |
$6.01K - $7.09K
|
20.8K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
147New |
$5.86K - $6.9K
|
147
$7.26K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
122+ 0.5% |
$4.86K - $5.73K
|
24.5K
$1.21M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
106+ 0.61% |
$4.22K - $4.98K
|
17.5K
$864K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 84.78% |
$3.11K - $3.66K
|
170
$8.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
76New |
$3.03K - $3.57K
|
76
$3.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
74+ 616.67% |
$2.95K - $3.48K
|
86
$4.25K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
68New |
$2.71K - $3.19K
|
68
$3.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$2.03K - $2.4K
|
51
$2.52K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49+ 36.57% |
$1.95K - $2.3K
|
183
$9.04K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
42New |
$1.67K - $1.97K
|
42
$2.07K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
37+ 0.38% |
$1.47K - $1.74K
|
9.87K
$487K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
19New |
$757 - $892
|
19
$939
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.46% |
$358 - $423
|
1.96K
$96.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$358 - $423
|
9
$445
|