Kestra Private Wealth Services, LLC Fidelity Covington Tr Msci Uti Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,148 shares of FUTY stock, worth $237,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,148

Previous 4,234 2.03%

Holding current value

$237,929

Previous $222,000 5.41%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$52.31 - $56.47 $4,498 - $4,856	-86 Reduced 2.03%	4,148 $234,000
Q2 2025 Aug 07, 2025	SELL	$47.29 - $53.34 $20,287 - $22,882	-429 Reduced 9.2%	4,234 $222,000
Q1 2025 May 05, 2025	BUY	$48.13 - $51.78 $224,430 - $241,450	4,663 New	4,663 $237,000
Q3 2024 Nov 13, 2024	BUY	$43.67 - $51.82 $174,461 - $207,020	3,995 New	3,995 $207,000
Q4 2021 Jan 21, 2022	SELL	$41.19 - $46.32 $218,595 - $245,820	-5,307 Closed	0 $0

Q3 2021 Oct 21, 2021	BUY	$40.99 - $45.14 $217,533 - $239,557	5,307 New	5,307 $218,000
Q4 2020 Jan 21, 2021	SELL	$38.33 - $42.89 $281,878 - $315,413	-7,354 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$36.53 - $39.64 $268,641 - $291,512	7,354 New	7,354 $279,000

Others Institutions Holding FUTY

# of Institutions

249

Shares Held

19.1M

Call Options Held

4.6K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
Sector ETFs
Industry ETFs

More about FUTY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Fidelity Covington Tr Msci Uti Transaction History