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 204 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$29,120
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
555
shares
|
$25,252
0.0% of portfolio
|
Q1 2025
Added 75.63%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
518
shares
|
$23,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
493
shares
|
$22,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
485
shares
|
$22,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
355
shares
|
$16,152
0.0% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
350
shares
|
$15,925
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
329
shares
|
$14,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
300
shares
|
$13,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$12,785
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
250
shares
|
$11,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
235
shares
|
$10,692
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
211
shares
|
$9,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
200
shares
|
$9,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
199
shares
|
$9,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
180
shares
|
$8,190
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
155
shares
|
$7,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
150
shares
|
$6,825
0.0% of portfolio
|
Q1 2025
Added 219.15%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
130
shares
|
$5,915
0.0% of portfolio
|
Q1 2025
Reduced 62.32%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
115
shares
|
$5,232
0.0% of portfolio
|
Q3 2024
Reduced 82.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
114
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$3,776
0.0% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
68
shares
|
$3,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
68
shares
|
$3,094
0.0% of portfolio
|
Q1 2025
New holding
|