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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-107- 1.09% |
$5.15K - $5.71K
|
9.7K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-110- 0.55% |
$5.3K - $5.87K
|
19.9K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-120- 2.39% |
$5.78K - $6.41K
|
4.9K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-135- 1.73% |
$6.5K - $7.21K
|
7.65K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-140- 1.1% |
$6.74K - $7.47K
|
12.6K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-159- 0.2% |
$7.66K - $8.49K
|
78K
$3.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-179- 1.36% |
$8.62K - $9.56K
|
13K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-185- 2.56% |
$8.91K - $9.88K
|
7.03K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-254- 2.76% |
$12.2K - $13.6K
|
8.96K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-274- 0.6% |
$13.2K - $14.6K
|
45.1K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-310- 5.56% |
$14.9K - $16.5K
|
5.26K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-449- 36.24% |
$21.6K - $24K
|
790
$39.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-511- 2.77% |
$24.6K - $27.3K
|
17.9K
$905K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-626- 4.44% |
$30.2K - $33.4K
|
13.5K
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-650- 4.97% |
$31.3K - $34.7K
|
12.4K
$628K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 15.91% |
$48.2K - $53.4K
|
5.29K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 3.72% |
$67.2K - $74.5K
|
36.1K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2K- 97.32% |
$96.3K - $107K
|
55
$2.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4.23K- 20.96% |
$204K - $226K
|
16K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 69.51% |
$644K - $713K
|
5.86K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 40.05% |
$732K - $811K
|
22.7K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-42.2K- 31.85% |
$2.03M - $2.25M
|
90.3K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.9K- 41.34% |
$2.21M - $2.45M
|
65.2K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68K- 41.31% |
$3.27M - $3.63M
|
96.6K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-319K- 98.62% |
$15.4M - $17M
|
4.46K
$225K
|