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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
298
shares
|
$14,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
297
shares
|
$14,630
0.0% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
291
shares
|
$14,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
247
shares
|
$12,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
233
shares
|
$11,477
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
200
shares
|
$9,852
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
190
shares
|
$9,359
0.0% of portfolio
|
Q3 2024
Added 555.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$6,896
0.0% of portfolio
|
Q1 2020
Added 214.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
135
shares
|
$6,650
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
113
shares
|
$5,566
0.0% of portfolio
|
Q2 2024
Reduced 11.02%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
100
shares
|
$4,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
90
shares
|
$4,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
81
shares
|
$3,990
0.0% of portfolio
|
Q2 2024
Reduced 22.12%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
73
shares
|
$3,595
0.0% of portfolio
|
Q3 2023
Added 170.37%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
66
shares
|
$3,251
0.0% of portfolio
|
Q2 2024
Reduced 50.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
51
shares
|
$2,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
38
shares
|
$1,871
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
37
shares
|
$1,822
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
29
shares
|
$1,428
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
27
shares
|
$1,330
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,231
0.0% of portfolio
|
Q1 2023
Reduced 99.97%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
22
shares
|
$1,083
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
22
shares
|
$1,083
0.0% of portfolio
|
Q3 2023
Added 4.76%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
20
shares
|
$985
0.0% of portfolio
|
Q3 2024
New holding
|