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 227 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
78,468
shares
|
$3.95 Million
1.03% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
77,967
shares
|
$3.93 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
76,080
shares
|
$3.83 Million
1.58% of portfolio
|
Q3 2024
Added 362.58%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
72,862
shares
|
$3.67 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
70,826
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
65,178
shares
|
$3.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 41.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
64,571
shares
|
$3.25 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
64,365
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
61,004
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
60,831
shares
|
$3.07 Million
0.26% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
59,936
shares
|
$3.02 Million
1.81% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
54,052
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
Added 44.26%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
53,327
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
51,659
shares
|
$2.6 Million
0.67% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
50,566
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
49,375
shares
|
$2.49 Million
1.88% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
45,562
shares
|
$2.3 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
45,145
shares
|
$2.28 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
43,136
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
42,702
shares
|
$2.15 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
42,670
shares
|
$2.15 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
41,942
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
41,578
shares
|
$2.1 Million
1.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
41,041
shares
|
$2.07 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
38,324
shares
|
$1.93 Million
1.03% of portfolio
|
Q4 2024
Added 7.01%
|