Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q1 2025. 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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35M+ 16.2% |
$54M - $65.7M
|
9.69M
$441M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16MNew |
$46.3M - $56.4M
|
1.16M
$52.7M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.1M+ 19.71% |
$44M - $53.6M
|
6.68M
$304M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
890K+ 16.78% |
$35.6M - $43.3M
|
6.19M
$282M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
526KNew |
$21M - $25.6M
|
526K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429K+ 19.22% |
$17.2M - $20.9M
|
2.66M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
329K+ 41.63% |
$13.2M - $16M
|
1.12M
$51M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
322K+ 30.17% |
$12.9M - $15.7M
|
1.39M
$63.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
309K+ 169.49% |
$12.3M - $15M
|
491K
$22.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
231K+ 52.13% |
$9.23M - $11.3M
|
674K
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 47.13% |
$8.35M - $10.2M
|
652K
$29.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
181K+ 34.0% |
$7.25M - $8.84M
|
715K
$32.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
175KNew |
$7M - $8.53M
|
175K
$7.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
158K+ 105.22% |
$6.31M - $7.69M
|
308K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 29.14% |
$5.21M - $6.34M
|
577K
$26.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
113K+ 137.0% |
$4.53M - $5.52M
|
196K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
109K+ 464.02% |
$4.35M - $5.3M
|
132K
$6.02M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
108K+ 186.65% |
$4.32M - $5.27M
|
166K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108KNew |
$4.32M - $5.26M
|
108K
$4.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
103KNew |
$4.11M - $5M
|
103K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
102K+ 43.4% |
$4.08M - $4.97M
|
337K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
83.4K+ 326.54% |
$3.33M - $4.06M
|
109K
$4.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 48.26% |
$3.05M - $3.71M
|
234K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
70.5KNew |
$2.82M - $3.43M
|
70.5K
$3.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
70.1KNew |
$2.8M - $3.41M
|
70.1K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.5K+ 22.43% |
$2.78M - $3.38M
|
379K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
69.5KNew |
$2.78M - $3.38M
|
69.5K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
68K+ 96.92% |
$2.72M - $3.31M
|
138K
$6.28M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.3K+ 716.91% |
$2.49M - $3.03M
|
71K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.1K+ 10.58% |
$1.96M - $2.39M
|
513K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
47.5K+ 5.37% |
$1.9M - $2.32M
|
933K
$42.5M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45.6K+ 17.34% |
$1.82M - $2.22M
|
309K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45.3KNew |
$1.81M - $2.21M
|
45.3K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
42.9K+ 34.59% |
$1.72M - $2.09M
|
167K
$7.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.5K+ 82.85% |
$1.54M - $1.87M
|
84.9K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 85.56% |
$1.53M - $1.87M
|
83.3K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 10.19% |
$1.46M - $1.78M
|
395K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
36KNew |
$1.44M - $1.75M
|
36K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.7KNew |
$1.43M - $1.74M
|
35.7K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
34.4K+ 146.22% |
$1.38M - $1.68M
|
58K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.3K+ 8.65% |
$1.37M - $1.67M
|
430K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.1K+ 225.78% |
$1.36M - $1.66M
|
49.1K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.5K+ 50.93% |
$1.34M - $1.63M
|
99.1K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.1K+ 136.41% |
$1.32M - $1.61M
|
57.3K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.8KNew |
$1.27M - $1.55M
|
31.8K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31.7K+ 290.12% |
$1.27M - $1.54M
|
42.6K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.18M - $1.44M
|
29.6K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.5K+ 6.35% |
$1.14M - $1.39M
|
477K
$21.7M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
27.3K+ 43.54% |
$1.09M - $1.33M
|
89.9K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.7K+ 16.07% |
$946K - $1.15M
|
171K
$7.78M
|