Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR BLUE CHI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
404K+ 71.72% |
$13M - $15.7M
|
968K
$46.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
388KNew |
$12.5M - $15.1M
|
388K
$18.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237KNew |
$7.64M - $9.21M
|
237K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
220K+ 24.02% |
$7.08M - $8.55M
|
1.14M
$54.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
179K+ 118.26% |
$5.77M - $6.96M
|
331K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 96.61% |
$4.76M - $5.74M
|
301K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
110K+ 630.75% |
$3.53M - $4.26M
|
127K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
97.4KNew |
$3.14M - $3.78M
|
97.4K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
95.7K+ 124.18% |
$3.08M - $3.72M
|
173K
$8.24M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
90.1KNew |
$2.9M - $3.5M
|
90.1K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.5K+ 4.31% |
$2.72M - $3.28M
|
2.04M
$97.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83KNew |
$2.67M - $3.22M
|
83K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80K+ 15.81% |
$2.58M - $3.11M
|
586K
$28M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
60.5KNew |
$1.95M - $2.35M
|
60.5K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
48.4K+ 2.71% |
$1.56M - $1.88M
|
1.83M
$87.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.6K+ 222.76% |
$1.5M - $1.81M
|
67.6K
$3.22M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
41.7K+ 23143.89% |
$1.34M - $1.62M
|
41.8K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
40.7KNew |
$1.31M - $1.58M
|
40.7K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
36.5K+ 19.97% |
$1.18M - $1.42M
|
219K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
35.1KNew |
$1.13M - $1.36M
|
35.1K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.3K+ 303.7% |
$1.04M - $1.25M
|
43K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.5K+ 6.16% |
$949K - $1.14M
|
508K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.2K+ 114.4% |
$810K - $977K
|
47.1K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.3KNew |
$781K - $942K
|
24.3K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.1K+ 2.4% |
$777K - $937K
|
1.03M
$49M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
23.3KNew |
$750K - $905K
|
23.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8K+ 44.58% |
$735K - $887K
|
74.1K
$3.53M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 84.38% |
$695K - $838K
|
47.1K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.2K+ 71.15% |
$649K - $784K
|
48.5K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.1K+ 18.26% |
$646K - $779K
|
130K
$6.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 7.2% |
$631K - $761K
|
292K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 21.63% |
$627K - $757K
|
110K
$5.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
18.7KNew |
$602K - $727K
|
18.7K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.2K+ 10.77% |
$585K - $706K
|
187K
$8.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.9K+ 166.08% |
$576K - $695K
|
28.7K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$568K - $686K
|
17.7K
$842K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17.2KNew |
$553K - $668K
|
17.2K
$820K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
16.5KNew |
$532K - $642K
|
16.5K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.1K+ 1035.94% |
$517K - $624K
|
17.6K
$840K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 15.3% |
$474K - $572K
|
111K
$5.29M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13.6K+ 1884.67% |
$439K - $530K
|
14.4K
$685K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 36.28% |
$413K - $498K
|
48.2K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3K+ 43.31% |
$395K - $477K
|
40.6K
$1.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.59K+ 9.28% |
$244K - $295K
|
89.4K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.43KNew |
$239K - $289K
|
7.43K
$354K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.37KNew |
$237K - $286K
|
7.37K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.6KNew |
$213K - $256K
|
6.6K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.12KNew |
$197K - $238K
|
6.12K
$292K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
5.94KNew |
$191K - $231K
|
5.94K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5.57KNew |
$179K - $216K
|
5.57K
$266K
|