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 212 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,240
shares
|
$65,943
0.0% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,085
shares
|
$57,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
988
shares
|
$52,541
0.06% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
756
shares
|
$40,204
0.0% of portfolio
|
Q2 2025
Added 221.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$34,035
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
599
shares
|
$31,854
0.02% of portfolio
|
Q2 2025
Reduced 27.83%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
511
shares
|
$27,174
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
500
shares
|
$26,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
491
shares
|
$26,111
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
485
shares
|
$25,792
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
417
shares
|
$22,176
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
409
shares
|
$21,750
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
366
shares
|
$19,463
0.0% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
355
shares
|
$18,878
0.0% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
350
shares
|
$18,613
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
329
shares
|
$17,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
300
shares
|
$15,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
300
shares
|
$15,954
0.0% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$14,943
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$13,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
211
shares
|
$11,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
202
shares
|
$10,742
0.0% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
200
shares
|
$10,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
155
shares
|
$8,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
115
shares
|
$6,115
0.0% of portfolio
|
Q3 2024
Reduced 82.36%
|