Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 3.86% |
$54.3K - $63.5K
|
40.4K
$1.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 13.93% |
$36.5K - $42.7K
|
8.25K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.01K+ 9.82% |
$36.5K - $42.6K
|
11.3K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1K+ 24.39% |
$36.2K - $42.3K
|
5.1K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
963+ 29.93% |
$34.8K - $40.7K
|
4.18K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
924+ 3.85% |
$33.4K - $39.1K
|
24.9K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
711+ 7.71% |
$25.7K - $30.1K
|
9.93K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
557+ 242.17% |
$20.2K - $23.6K
|
787
$38.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$24.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$24.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
441+ 3.33% |
$16K - $18.6K
|
13.7K
$676K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
409+ 2.24% |
$14.8K - $17.3K
|
18.7K
$922K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
372New |
$13.5K - $15.7K
|
372
$18.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
258+ 21.34% |
$9.33K - $10.9K
|
1.47K
$72.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
177New |
$6.4K - $7.49K
|
177
$8.73K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
145New |
$5.25K - $6.13K
|
145
$7.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
128New |
$4.63K - $5.41K
|
128
$6.32K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 74.63% |
$3.62K - $4.23K
|
234
$11.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99New |
$3.58K - $4.19K
|
99
$4.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$3.26K - $3.81K
|
90
$4.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75New |
$2.71K - $3.17K
|
75
$3.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
51+ 2.54% |
$1.85K - $2.16K
|
2.06K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 5.08% |
$1.45K - $1.69K
|
828
$40.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38+ 0.57% |
$1.37K - $1.61K
|
6.73K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$977 - $1.14K
|
27
$1.33K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$868 - $1.01K
|
24
$1.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
21New |
$760 - $888
|
21
$1.04K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
18New |
$651 - $761
|
18
$888
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
16+ 2.36% |
$579 - $677
|
695
$34.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 144.44% |
$470 - $550
|
22
$1.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.51% |
$326 - $381
|
1.79K
$88.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9New |
$326 - $381
|
9
$444
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.67% |
$72.4 - $84.6
|
302
$14.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 3.7% |
$36.2 - $42.3
|
28
$1.38K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9- 0.08% |
$326 - $381
|
11K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-31- 49.21% |
$1.12K - $1.31K
|
32
$1.58K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-31- 49.21% |
$1.12K - $1.31K
|
32
$1.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-66- 20.25% |
$2.39K - $2.79K
|
260
$12.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-75- 1.4% |
$2.71K - $3.17K
|
5.3K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-106- 0.58% |
$3.84K - $4.48K
|
18.1K
$891K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-106- 0.9% |
$3.84K - $4.48K
|
11.7K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-122- 1.72% |
$4.41K - $5.16K
|
6.96K
$343K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-220- 3.12% |
$7.96K - $9.3K
|
6.83K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-232- 4.12% |
$8.39K - $9.81K
|
5.39K
$266K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-246- 3.69% |
$8.9K - $10.4K
|
6.42K
$317K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-246- 2.58% |
$8.9K - $10.4K
|
9.29K
$458K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-258- 3.82% |
$9.33K - $10.9K
|
6.5K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-309- 57.43% |
$11.2K - $13.1K
|
229
$11.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-327- 1.07% |
$11.8K - $13.8K
|
30.3K
$1.49M
|