Latest Institutional Transactions on Fidelity Covington Tr Msci Uti (FUTY)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Uti (FUTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-449- 36.24% |
$21.6K - $24K
|
790
$39.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.43% |
$241 - $267
|
1.17K
$58.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.11K+ 12.97% |
$150K - $166K
|
27.1K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$59.7K - $66.2K
|
1.24K
$61.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-120- 2.39% |
$5.78K - $6.41K
|
4.9K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-511- 2.77% |
$24.6K - $27.3K
|
17.9K
$894K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
163+ 163.0% |
$7.85K - $8.7K
|
263
$13.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
315+ 12.84% |
$15.2K - $16.8K
|
2.77K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4.23K- 20.96% |
$204K - $226K
|
16K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 40.05% |
$732K - $811K
|
22.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6.36KNew |
$306K - $339K
|
6.36K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166New |
$8K - $8.86K
|
166
$8.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-185- 2.56% |
$8.91K - $9.88K
|
7.03K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.38KNew |
$66.6K - $73.8K
|
1.38K
$69K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2K- 97.32% |
$96.3K - $107K
|
55
$2.74K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-110- 0.55% |
$5.3K - $5.87K
|
19.9K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-37- 0.54% |
$1.78K - $1.98K
|
6.8K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 1.57% |
$65.4K - $72.4K
|
87.6K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115+ 7.24% |
$5.54K - $6.14K
|
1.7K
$85K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-26- 0.53% |
$1.25K - $1.39K
|
4.91K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-310- 5.56% |
$14.9K - $16.5K
|
5.26K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.05KNew |
$243K - $269K
|
5.05K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.28K+ 8.87% |
$61.4K - $68.1K
|
15.6K
$780K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$530 - $587
|
11
$549
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25New |
$1.2K - $1.33K
|
25
$1.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
459+ 7.26% |
$22.1K - $24.5K
|
6.78K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
916+ 167.77% |
$44.1K - $48.9K
|
1.46K
$72.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104KNew |
$5.01M - $5.55M
|
104K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
117New |
$5.64K - $6.25K
|
117
$5.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-159- 0.2% |
$7.66K - $8.49K
|
78K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
276+ 4.4% |
$13.3K - $14.7K
|
6.54K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-140- 1.1% |
$6.74K - $7.47K
|
12.6K
$630K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-319K- 98.62% |
$15.4M - $17M
|
4.46K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.51K+ 7.01% |
$121K - $134K
|
38.3K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-254- 2.76% |
$12.2K - $13.6K
|
8.96K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.4KNew |
$1.75M - $1.94M
|
36.4K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70New |
$3.37K - $3.74K
|
70
$3.49K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
325New |
$15.7K - $17.3K
|
325
$16.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.9KNew |
$573K - $635K
|
11.9K
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
42.7KNew |
$2.06M - $2.28M
|
42.7K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124+ 0.49% |
$5.97K - $6.62K
|
25.6K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.9K- 41.34% |
$2.21M - $2.45M
|
65.2K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
891+ 11.64% |
$42.9K - $47.6K
|
8.55K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
424+ 0.83% |
$20.4K - $22.6K
|
51.7K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
146New |
$7.03K - $7.79K
|
146
$7.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-135- 1.73% |
$6.5K - $7.21K
|
7.65K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-274- 0.6% |
$13.2K - $14.6K
|
45.1K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
552New |
$26.6K - $29.5K
|
552
$27.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.22KNew |
$299K - $332K
|
6.22K
$310K
|