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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
198,245
shares
|
$8.84 Million
0.06% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
193,349
shares
|
$8.62 Million
1.15% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
188,173
shares
|
$8.39 Million
2.09% of portfolio
|
Q3 2024
Added 265.34%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
183,657
shares
|
$8.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
168,108
shares
|
$7.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
167,572
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
118,489
shares
|
$5.28 Million
0.01% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
118,393
shares
|
$5.28 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
117,419
shares
|
$5.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
113,495
shares
|
$5.06 Million
1.33% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$4.56 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,088
shares
|
$4.51 Million
0.31% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
99,561
shares
|
$4.44 Million
0.5% of portfolio
|
Q3 2024
Added 134.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
93,488
shares
|
$4.17 Million
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$3.62 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
80,246
shares
|
$3.58 Million
1.02% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,344
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
76,113
shares
|
$3.39 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
65,617
shares
|
$2.93 Million
0.47% of portfolio
|
Q3 2024
Added 420.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
65,471
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
63,553
shares
|
$2.83 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
62,949
shares
|
$2.81 Million
0.13% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
57,855
shares
|
$2.58 Million
0.43% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
54,990
shares
|
$2.45 Million
0.06% of portfolio
|
Q2 2024
Added 19.13%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
54,268
shares
|
$2.42 Million
0.1% of portfolio
|
Q2 2024
Added 2631.15%
|