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 204 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
379,159
shares
|
$17.3 Million
0.03% of portfolio
|
Q1 2025
Added 22.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
337,245
shares
|
$15.3 Million
0.08% of portfolio
|
Q1 2025
Added 43.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
308,628
shares
|
$14 Million
0.99% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
308,038
shares
|
$14 Million
2.33% of portfolio
|
Q1 2025
Added 105.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
282,006
shares
|
$12.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$11.2 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
234,090
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2025
Added 48.26%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
222,186
shares
|
$10.1 Million
1.0% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
212,391
shares
|
$9.66 Million
0.15% of portfolio
|
Q1 2025
Reduced 33.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
195,935
shares
|
$8.92 Million
0.29% of portfolio
|
Q1 2025
Added 137.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
178,660
shares
|
$8.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
175,245
shares
|
$7.97 Million
5.3% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
170,913
shares
|
$7.78 Million
0.78% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
167,067
shares
|
$7.6 Million
4.05% of portfolio
|
Q1 2025
Added 34.59%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
166,073
shares
|
$7.56 Million
0.21% of portfolio
|
Q1 2025
Added 186.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
160,928
shares
|
$7.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
159,446
shares
|
$7.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
138,201
shares
|
$6.29 Million
0.79% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
138,113
shares
|
$6.28 Million
6.14% of portfolio
|
Q1 2025
Added 96.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
132,319
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2025
Added 464.02%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
123,654
shares
|
$5.63 Million
0.62% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
118,759
shares
|
$5.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
117,834
shares
|
$5.36 Million
0.32% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
113,475
shares
|
$5.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
109,700
shares
|
$4.99 Million
1.2% of portfolio
|
Q1 2025
Added 0.55%
|