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 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23.5K+ 34.99% |
$940K - $1.14M
|
90.7K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20.9KNew |
$837K - $1.02M
|
20.9K
$953K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
20.4K+ 190.47% |
$817K - $995K
|
31.2K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.8K+ 23.96% |
$753K - $917K
|
97.4K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5K+ 1.65% |
$738K - $899K
|
1.13M
$51.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.3K+ 18.39% |
$732K - $891K
|
118K
$5.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.9KNew |
$636K - $775K
|
15.9K
$725K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
12.7K+ 40.54% |
$509K - $620K
|
44.1K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11KNew |
$440K - $536K
|
11K
$501K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.93KNew |
$397K - $484K
|
9.93K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.83K+ 10.28% |
$393K - $479K
|
105K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.74K+ 61.64% |
$389K - $474K
|
25.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.39KNew |
$375K - $457K
|
9.39K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.08KNew |
$363K - $442K
|
9.08K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.55K+ 11.5% |
$342K - $416K
|
82.9K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.48KNew |
$339K - $413K
|
8.48K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.85K+ 45.26% |
$314K - $382K
|
25.2K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 30.41% |
$312K - $381K
|
33.5K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.55KNew |
$302K - $367K
|
7.55K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.03K+ 21.57% |
$281K - $342K
|
39.6K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.51K+ 961.89% |
$260K - $317K
|
7.19K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
6.48K+ 5.53% |
$259K - $315K
|
124K
$5.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
5.98KNew |
$239K - $291K
|
5.98K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5.86K+ 7.17% |
$234K - $285K
|
87.5K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 107.76% |
$228K - $278K
|
11K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.54K+ 44.3% |
$222K - $270K
|
18.1K
$822K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.44KNew |
$217K - $265K
|
5.44K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.16KNew |
$206K - $251K
|
5.16K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.02KNew |
$201K - $245K
|
5.02K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.99KNew |
$199K - $243K
|
4.99K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.72K+ 35.74% |
$189K - $230K
|
17.9K
$816K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.61K+ 11.9% |
$184K - $225K
|
43.4K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.25K+ 13.51% |
$170K - $207K
|
35.7K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4K+ 58.57% |
$160K - $195K
|
10.8K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.56KNew |
$142K - $173K
|
3.56K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.04KNew |
$122K - $148K
|
3.04K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.79K+ 8.3% |
$112K - $136K
|
36.4K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.79K+ 59.13% |
$111K - $136K
|
7.5K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.7K+ 5.68% |
$108K - $131K
|
50.2K
$2.28M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 16.31% |
$104K - $127K
|
18.6K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2K+ 22.44% |
$80K - $97.4K
|
10.9K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.97K+ 7.98% |
$78.8K - $96K
|
26.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.94K+ 9.75% |
$77.3K - $94.2K
|
21.8K
$991K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.93KNew |
$77.2K - $94.1K
|
1.93K
$87.9K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.88KNew |
$75.1K - $91.5K
|
1.88K
$85.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.76K+ 504.31% |
$70.1K - $85.5K
|
2.1K
$95.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.61KNew |
$64.4K - $78.4K
|
1.61K
$73.3K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.3K+ 25.34% |
$52K - $63.3K
|
6.43K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.07K+ 4.34% |
$42.7K - $52K
|
25.7K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.05K+ 11.65% |
$42K - $51.1K
|
10.1K
$458K
|