Kingswood Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 147,303 shares of FUTY stock, worth $8.45 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

147,303

Previous 41,304 256.63%

Holding current value

$8.45 Million

Previous $2.17 Billion 282.87%

% of portfolio

0.5%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$52.31 - $56.47 $5.54 Million - $5.99 Million	105,999 Added 256.63%	147,303 $8.32 Billion
Q2 2025 Jul 23, 2025	BUY	$47.29 - $53.34 $39,770 - $44,858	841 Added 2.08%	41,304 $2.17 Billion
Q1 2025 Jul 25, 2025	SELL	$48.13 - $51.78 $40,477 - $43,546	-841 Reduced 2.04%	40,463 $2.06 Billion
Q1 2025 Apr 21, 2025	SELL	$48.13 - $51.78 $1.19 Million - $1.28 Million	-24,715 Reduced 37.92%	40,463 $2.06 Billion
Q4 2024 Jan 22, 2025	SELL	$48.17 - $53.38 $2.21 Million - $2.45 Million	-45,939 Reduced 41.34%	65,178 $3.18 Billion

Q3 2024 Oct 21, 2024	BUY	$43.67 - $51.82 $4.85 Million - $5.76 Million	111,117 New	111,117 $5.76 Billion

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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History