Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,057,016
shares
|
$136 Million
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,872,861
shares
|
$83.5 Million
0.15% of portfolio
|
Q3 2024
Added 173.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,871,034
shares
|
$83.4 Million
0.12% of portfolio
|
Q3 2024
Added 49.8%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
1,771,193
shares
|
$79 Million
32.8% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,113,585
shares
|
$49.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
925,112
shares
|
$41.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
740,010
shares
|
$33 Million
15.14% of portfolio
|
Q3 2024
Added 66.68%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$28.4 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
539,352
shares
|
$24 Million
0.01% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
457,804
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2024
Added 9900.09%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
432,421
shares
|
$19.3 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
418,554
shares
|
$18.7 Million
0.08% of portfolio
|
Q3 2024
Added 311.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
391,990
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.1%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
346,087
shares
|
$15.4 Million
10.13% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
343,008
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 57.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
307,632
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Added 51.23%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
291,389
shares
|
$13 Million
2.88% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
287,594
shares
|
$12.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
282,581
shares
|
$12.6 Million
1.31% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
282,556
shares
|
$12.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
276,029
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
273,338
shares
|
$12.2 Million
5.77% of portfolio
|
Q3 2024
Added 436.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
272,335
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
249,000
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$10.9 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|