Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI UTI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 0.42% |
$279 - $329
|
1.68K
$83K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.59% |
$119 - $141
|
513
$25.3K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.69% |
$79.7 - $93.9
|
292
$14.4K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.59% |
$39.8 - $47
|
171
$8.44K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 16.67% |
$39.8 - $47
|
7
$345
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7- 0.98% |
$279 - $329
|
709
$35K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 2.62% |
$319 - $376
|
297
$14.7K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9- 14.29% |
$358 - $423
|
54
$2.66K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 62.5% |
$597 - $705
|
9
$444
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18- 0.06% |
$717 - $845
|
28K
$1.38M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 0.2% |
$1.59K - $1.88K
|
20K
$987K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-108- 1.41% |
$4.3K - $5.07K
|
7.55K
$373K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-227Closed |
$9.04K - $10.7K
|
0
$0
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-262- 2.77% |
$10.4K - $12.3K
|
9.2K
$454K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-275- 2.89% |
$11K - $12.9K
|
9.25K
$456K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-275- 0.85% |
$11K - $12.9K
|
32K
$1.58M
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-311- 3.37% |
$12.4K - $14.6K
|
8.91K
$440K
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-332- 2.09% |
$13.2K - $15.6K
|
15.5K
$767K
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-354- 2.68% |
$14.1K - $16.6K
|
12.9K
$635K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-394- 3.5% |
$15.7K - $18.5K
|
10.9K
$536K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-396- 3.31% |
$15.8K - $18.6K
|
11.6K
$570K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-552- 3.03% |
$22K - $25.9K
|
17.7K
$871K
|
|
Feb 07, 2023
Q4 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-563- 10.04% |
$22.4K - $26.4K
|
5.05K
$249K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-686- 2.2% |
$27.3K - $32.2K
|
30.4K
$1.5M
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-698- 0.39% |
$27.8K - $32.8K
|
178K
$8.78M
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-774- 1.16% |
$30.8K - $36.4K
|
65.8K
$3.25M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-796- 0.22% |
$31.7K - $37.4K
|
369K
$18.2M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 14.41% |
$48.8K - $57.5K
|
7.27K
$359K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 17.88% |
$52.2K - $61.6K
|
6.02K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.46K- 9.16% |
$58.1K - $68.5K
|
14.5K
$714K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.72K- 40.78% |
$68.5K - $80.7K
|
2.5K
$123K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.76K- 10.58% |
$70K - $82.6K
|
14.9K
$734K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.98K- 26.08% |
$78.7K - $92.8K
|
5.6K
$276K
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.12K- 15.66% |
$84.4K - $99.5K
|
11.4K
$563K
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-3.09K- 3.43% |
$123K - $145K
|
86.8K
$4.28M
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.01K- 22.55% |
$160K - $189K
|
13.8K
$680K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.04K- 16.13% |
$201K - $237K
|
26.2K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.39K- 33.53% |
$214K - $253K
|
10.7K
$527K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.31K- 38.74% |
$371K - $437K
|
14.7K
$726K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.3K- 23.25% |
$409K - $482K
|
33.9K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10.7K- 54.3% |
$426K - $502K
|
9K
$444K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.2K- 23.7% |
$525K - $619K
|
42.4K
$2.09M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13.7K- 10.36% |
$544K - $641K
|
118K
$5.83M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.6K- 97.47% |
$580K - $685K
|
379
$18.7K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14.7KClosed |
$586K - $691K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-15.8K- 10.79% |
$630K - $742K
|
131K
$6.45M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.8K- 73.09% |
$989K - $1.17M
|
9.14K
$451K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.8K- 19.87% |
$1.15M - $1.35M
|
116K
$5.73M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.9K- 34.98% |
$1.19M - $1.4M
|
55.6K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.5K- 61.08% |
$2.13M - $2.51M
|
34.1K
$1.68M
|