Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104KNew |
$5.01M - $5.55M
|
104K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
42.7KNew |
$2.06M - $2.28M
|
42.7K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.4KNew |
$1.75M - $1.94M
|
36.4K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.9KNew |
$573K - $635K
|
11.9K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.28K+ 13.41% |
$447K - $495K
|
78.5K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.85K+ 14.83% |
$378K - $419K
|
60.8K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.22KNew |
$299K - $332K
|
6.22K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
5.42K+ 307.31% |
$261K - $289K
|
7.19K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.05KNew |
$243K - $269K
|
5.05K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82K+ 51.96% |
$232K - $257K
|
14.1K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.56K+ 146.57% |
$220K - $243K
|
7.67K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.14K+ 25.77% |
$200K - $221K
|
20.2K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.51K+ 7.01% |
$121K - $134K
|
38.3K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.28K+ 8.87% |
$61.4K - $68.1K
|
15.6K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
916+ 167.77% |
$44.1K - $48.9K
|
1.46K
$72.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
891+ 11.64% |
$42.9K - $47.6K
|
8.55K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
552New |
$26.6K - $29.5K
|
552
$27.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
459+ 7.26% |
$22.1K - $24.5K
|
6.78K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
436+ 9.38% |
$21K - $23.3K
|
5.08K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
424+ 0.83% |
$20.4K - $22.6K
|
51.7K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
331+ 0.8% |
$15.9K - $17.7K
|
41.6K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
325New |
$15.7K - $17.3K
|
325
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
276+ 4.4% |
$13.3K - $14.7K
|
6.54K
$323K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
268New |
$12.9K - $14.3K
|
268
$13.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
146New |
$7.03K - $7.79K
|
146
$7.21K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124+ 0.49% |
$5.97K - $6.62K
|
25.6K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
117New |
$5.64K - $6.25K
|
117
$5.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70New |
$3.37K - $3.74K
|
70
$3.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 105.88% |
$2.6K - $2.88K
|
105
$5.18K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$2.41K - $2.67K
|
50
$2.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 0.5% |
$1.45K - $1.6K
|
6.05K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25New |
$1.2K - $1.33K
|
25
$1.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$530 - $587
|
11
$543
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.86% |
$96.3 - $107
|
235
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$96.3 - $107
|
5.95K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-135- 1.73% |
$6.5K - $7.21K
|
7.65K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-140- 1.1% |
$6.74K - $7.47K
|
12.6K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-159- 0.2% |
$7.66K - $8.49K
|
78K
$3.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-179- 1.36% |
$8.62K - $9.56K
|
13K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-254- 2.76% |
$12.2K - $13.6K
|
8.96K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-274- 0.6% |
$13.2K - $14.6K
|
45.1K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-310- 5.56% |
$14.9K - $16.5K
|
5.26K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-626- 4.44% |
$30.2K - $33.4K
|
13.5K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-650- 4.97% |
$31.3K - $34.7K
|
12.4K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 15.91% |
$48.2K - $53.4K
|
5.29K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 3.72% |
$67.2K - $74.5K
|
36.1K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 69.51% |
$644K - $713K
|
5.86K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-42.2K- 31.85% |
$2.03M - $2.25M
|
90.3K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.9K- 41.34% |
$2.21M - $2.45M
|
65.2K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68K- 41.31% |
$3.27M - $3.63M
|
96.6K
$4.77M
|