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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,579
shares
|
$583,581
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
11,273
shares
|
$568,159
0.0% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$554,400
0.44% of portfolio
|
Q1 2024
Reduced 99.15%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,526
shares
|
$530,510
0.25% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
9,702
shares
|
$488,980
0.08% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
9,593
shares
|
$483,487
0.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
8,974
shares
|
$452,289
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
8,963
shares
|
$451,735
0.19% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
8,547
shares
|
$430,768
0.18% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,363
shares
|
$421,495
0.0% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
8,342
shares
|
$420,436
0.02% of portfolio
|
Q4 2021
Added 1.51%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
8,128
shares
|
$409,651
0.09% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,052
shares
|
$405,820
0.0% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,774
shares
|
$391,809
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,666
shares
|
$386,366
0.14% of portfolio
|
Q4 2024
Added 146.57%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
7,650
shares
|
$385,560
0.15% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
7,314
shares
|
$368,625
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
7,185
shares
|
$362,124
0.04% of portfolio
|
Q4 2024
Added 307.31%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,066
shares
|
$356,126
0.07% of portfolio
|
Q1 2024
Added 9.18%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,028
shares
|
$354,211
0.07% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,796
shares
|
$342,518
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,784
shares
|
$341,913
0.01% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
6,542
shares
|
$329,716
0.13% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,471
shares
|
$326,138
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
6,356
shares
|
$320,342
0.03% of portfolio
|
Q4 2024
New holding
|