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

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 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 150,799 shares of FUTY stock, worth $8.65 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

150,799

Previous 147,303 2.37%

Holding current value

$8.65 Million

Previous $8.32 Billion 0.11%

% of portfolio

0.4%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$56.88 - $60.06 $198,852 - $209,969	3,496 Added 2.37%	150,799 $8.33 Billion
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

257

Shares Held

19.5M

Call Options Held

4.6K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI UTI

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