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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.5KNew |
$651K - $722K
|
13.5K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 16.44% |
$57.8K - $64.1K
|
6.1K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
367New |
$17.7K - $19.6K
|
367
$21.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
753New |
$36.3K - $40.2K
|
753
$43.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.21KNew |
$203K - $225K
|
4.21K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
12New |
$578 - $641
|
12
$688
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-120- 2.39% |
$5.78K - $6.41K
|
4.9K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2K- 97.32% |
$96.3K - $107K
|
55
$3.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$530 - $587
|
11
$631
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
117New |
$5.64K - $6.25K
|
117
$6.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25New |
$1.2K - $1.33K
|
25
$1.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
552New |
$26.6K - $29.5K
|
552
$31.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 105.88% |
$2.6K - $2.88K
|
105
$6.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$2.41K - $2.67K
|
50
$2.87K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
436+ 9.38% |
$21K - $23.3K
|
5.08K
$292K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
268New |
$12.9K - $14.3K
|
268
$15.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
298New |
$13K - $15.4K
|
298
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.9KNew |
$518K - $615K
|
11.9K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.75K- 26.82% |
$76.3K - $90.5K
|
4.77K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.3KNew |
$885K - $1.05M
|
20.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
291New |
$12.7K - $15.1K
|
291
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-426- 7.1% |
$18.6K - $22.1K
|
5.57K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-572- 1.43% |
$25K - $29.6K
|
39.5K
$2.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.14K- 4.4% |
$137K - $163K
|
68.3K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30.5KNew |
$1.33M - $1.58M
|
30.5K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
703+ 12.15% |
$30.7K - $36.4K
|
6.49K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.38KNew |
$191K - $227K
|
4.38K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$873 - $1.04K
|
20
$1.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
56.5KNew |
$2.47M - $2.93M
|
56.5K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$181K - $215K
|
4.14K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
392New |
$17.1K - $20.3K
|
392
$22.5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-101- 25.25% |
$4.41K - $5.23K
|
299
$17.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 3.12% |
$6.2K - $7.36K
|
4.7K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 9.38% |
$131 - $155
|
29
$1.66K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$742 - $881
|
17
$975
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-200- 5.41% |
$8.73K - $10.4K
|
3.5K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
15.4K+ 19.98% |
$673K - $799K
|
92.6K
$5.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.67K+ 44.1% |
$291K - $345K
|
21.8K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4KNew |
$175K - $207K
|
4K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 5.14% |
$67.7K - $80.4K
|
31.7K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.07K+ 24.28% |
$134K - $159K
|
15.7K
$903K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.64K- 15.96% |
$71.6K - $85K
|
8.63K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.95KNew |
$173K - $205K
|
3.95K
$227K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.76% |
$40.5 - $47
|
22
$1.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.21K - $8.37K
|
178
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
755New |
$30.6K - $35.5K
|
755
$43.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$20.3K - $23.5K
|
500
$28.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47New |
$1.9K - $2.21K
|
47
$2.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
30.2KNew |
$1.22M - $1.42M
|
30.2K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23- 22.12% |
$932 - $1.08K
|
81
$4.65K
|
|