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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,744
shares
|
$345,304
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
7,603
shares
|
$339,017
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
7,586
shares
|
$338,259
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,478
shares
|
$333,444
0.0% of portfolio
|
Q3 2024
Reduced 70.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,167
shares
|
$319,576
0.0% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
7,050
shares
|
$314,359
0.03% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,991
shares
|
$311,728
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
6,879
shares
|
$306,734
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,589
shares
|
$293,803
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,277
shares
|
$279,891
0.01% of portfolio
|
Q1 2024
Reduced 14.55%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
5,969
shares
|
$266,157
0.02% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,386
shares
|
$240,161
0.0% of portfolio
|
Q3 2024
Reduced 97.07%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
5,230
shares
|
$233,205
0.15% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,972
shares
|
$221,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
3,680
shares
|
$164,091
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,500
shares
|
$156,065
0.01% of portfolio
|
Q3 2023
Added 250.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,284
shares
|
$101,843
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,875
shares
|
$83,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,646
shares
|
$73,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,260
shares
|
$56,183
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
939
shares
|
$41,870
0.02% of portfolio
|
Q3 2024
Added 530.2%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$31,213
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$28,537
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
492
shares
|
$21,938
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
490
shares
|
$21,849
0.0% of portfolio
|
Q1 2024
Reduced 23.44%
|