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 186 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,503
shares
|
$173,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,680
shares
|
$142,158
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,500
shares
|
$135,205
0.01% of portfolio
|
Q3 2023
Added 250.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,300
shares
|
$127,479
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,049
shares
|
$79,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,712
shares
|
$66,134
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,675
shares
|
$64,705
0.0% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,647
shares
|
$63,623
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,260
shares
|
$48,673
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,211
shares
|
$46,780
0.02% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
677
shares
|
$26,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$24,723
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
490
shares
|
$18,928
0.0% of portfolio
|
Q1 2024
Reduced 23.44%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
485
shares
|
$18,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
445
shares
|
$17,190
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$15,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
350
shares
|
$13,520
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
348
shares
|
$13,443
0.0% of portfolio
|
Q4 2024
Reduced 95.35%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
329
shares
|
$12,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
316
shares
|
$12,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$10,855
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
250
shares
|
$9,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
235
shares
|
$9,078
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
211
shares
|
$8,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
200
shares
|
$7,726
0.0% of portfolio
|
Q1 2024
New holding
|