Essex Financial Services, Inc. Fidelity Covington Tr Msci Uti Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Essex Financial Services, Inc. holds 5,263 shares of FUTY stock, worth $259,729. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,263

Previous 5,573 5.56%

Holding current value

$259,729

Previous $288,000 11.11%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$48.17 - $53.38 $14,932 - $16,547	-310 Reduced 5.56%	5,263 $256,000
Q3 2024 Oct 24, 2024	BUY	$43.67 - $51.82 $243,372 - $288,792	5,573 New	5,573 $288,000
Q4 2022 Feb 10, 2023	SELL	$39.83 - $46.97 $425,862 - $502,203	-10,692 Reduced 54.3%	8,998 $410,000
Q3 2022 Nov 07, 2022	BUY	$42.22 - $50.2 $189,905 - $225,799	4,498 Added 29.61%	19,690 $831,000
Q2 2022 Aug 01, 2022	BUY	$41.6 - $49.41 $354,681 - $421,269	8,526 Added 127.9%	15,192 $686,000
Q1 2022 Apr 21, 2022	BUY	$41.94 - $47.96 $279,572 - $319,701	6,666 New	6,666 $319,000

Others Institutions Holding FUTY

# of Institutions

212

Shares Held

11.7M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
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Essex Financial Services, Inc. Fidelity Covington Tr Msci Uti Transaction History