Institutional Ownership Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $593 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,647,561
shares
|
$229 Million
0.02% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
630,597
shares
|
$31.1 Million
0.33% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
527,629
shares
|
$26 Million
0.13% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
335,282
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
323,523
shares
|
$15.9 Million
4.15% of portfolio
|
Q3 2024
Added 179.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
300,032
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
296,960
shares
|
$14.6 Million
0.09% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
283,352
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
262,221
shares
|
$12.9 Million
0.05% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
233,841
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
209,717
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
208,720
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
164,548
shares
|
$8.11 Million
0.14% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
152,768
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2024
Added 2866.95%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
138,553
shares
|
$6.83 Million
0.46% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
132,479
shares
|
$6.53 Million
0.79% of portfolio
|
Q3 2024
Reduced 35.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
111,117
shares
|
$5.47 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
106,008
shares
|
$5.22 Million
0.11% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
101,640
shares
|
$5.01 Million
1.41% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
92,552
shares
|
$4.56 Million
1.78% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
86,237
shares
|
$4.25 Million
0.07% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
78,126
shares
|
$3.85 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
76,080
shares
|
$3.75 Million
1.58% of portfolio
|
Q3 2024
Added 362.58%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
72,862
shares
|
$3.59 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
71,013
shares
|
$3.5 Million
1.83% of portfolio
|
Q3 2024
New holding
|