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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
18,880
shares
|
$841,859
0.54% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
17,187
shares
|
$766,368
0.46% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
16,500
shares
|
$735,735
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,418
shares
|
$687,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
15,314
shares
|
$682,851
0.13% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
14,813
shares
|
$660,511
0.04% of portfolio
|
Q3 2024
Reduced 80.05%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
14,603
shares
|
$651,147
0.35% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
14,310
shares
|
$638,082
0.35% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
14,270
shares
|
$636,299
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,179
shares
|
$632,241
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,803
shares
|
$615,475
0.0% of portfolio
|
Q3 2024
Added 190.83%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,896
shares
|
$575,032
0.2% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,702
shares
|
$566,382
0.0% of portfolio
|
Q3 2024
Added 39.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
12,353
shares
|
$550,820
0.03% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,001
shares
|
$535,124
0.0% of portfolio
|
Q3 2024
Added 80.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,829
shares
|
$527,455
0.01% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,097
shares
|
$494,815
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
10,910
shares
|
$486,476
0.08% of portfolio
|
Q3 2024
Added 34.82%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
10,107
shares
|
$450,671
0.28% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,069
shares
|
$448,976
0.06% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,844
shares
|
$438,943
0.36% of portfolio
|
Q3 2024
Added 189.79%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
9,516
shares
|
$424,318
0.16% of portfolio
|
Q3 2024
Added 56.36%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
8,751
shares
|
$390,207
0.32% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
8,700
shares
|
$387,933
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,793
shares
|
$347,489
0.0% of portfolio
|
Q3 2024
Added 4.63%
|