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 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
918+ 19.81% |
$36.7K - $44.7K
|
5.55K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 4.84% |
$36.1K - $44K
|
19.5K
$889K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
850+ 0.2% |
$34K - $41.4K
|
427K
$19.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 16.58% |
$30.4K - $37K
|
5.34K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
748+ 4.88% |
$29.9K - $36.4K
|
16.1K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
597+ 0.55% |
$23.9K - $29.1K
|
110K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 8.59% |
$22.3K - $27.2K
|
7.05K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 10.84% |
$21.3K - $26K
|
5.46K
$248K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
526+ 4.77% |
$21K - $25.6K
|
11.5K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
518New |
$20.7K - $25.2K
|
518
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
493New |
$19.7K - $24K
|
493
$22.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$19.4K - $23.6K
|
485
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
385+ 86.52% |
$15.4K - $18.7K
|
830
$37.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
329New |
$13.2K - $16K
|
329
$15K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 4.25% |
$12K - $14.6K
|
7.37K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$12K - $14.6K
|
300
$13.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
289+ 3.77% |
$11.6K - $14.1K
|
7.95K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255+ 2.12% |
$10.2K - $12.4K
|
12.3K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
255+ 0.95% |
$10.2K - $12.4K
|
27K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
239+ 75.63% |
$9.55K - $11.6K
|
555
$25.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
199New |
$7.95K - $9.69K
|
199
$9.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
142+ 0.97% |
$5.68K - $6.92K
|
14.8K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
123+ 1.0% |
$4.92K - $5.99K
|
12.4K
$563K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
103+ 219.15% |
$4.12K - $5.02K
|
150
$6.83K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.09K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.09K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
54New |
$2.16K - $2.63K
|
54
$2.46K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
39New |
$1.56K - $1.9K
|
39
$1.77K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-40- 0.24% |
$1.6K - $1.95K
|
16.4K
$744K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-62- 0.05% |
$2.48K - $3.02K
|
113K
$5.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-128- 1.87% |
$5.12K - $6.23K
|
6.71K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-135- 27.55% |
$5.4K - $6.57K
|
355
$16.2K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-180- 3.01% |
$7.19K - $8.77K
|
5.81K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 2.84% |
$7.99K - $9.74K
|
6.85K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-210- 2.85% |
$8.39K - $10.2K
|
7.15K
$325K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 62.32% |
$8.59K - $10.5K
|
130
$5.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-692- 3.72% |
$27.7K - $33.7K
|
17.9K
$815K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-702- 3.75% |
$28.1K - $34.2K
|
18K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-799- 0.88% |
$31.9K - $38.9K
|
90.1K
$4.1M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-832- 8.3% |
$33.3K - $40.5K
|
9.2K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-916- 2.61% |
$36.6K - $44.6K
|
34.2K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.03K- 1.6% |
$41.2K - $50.3K
|
63.3K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.28K- 2.78% |
$51.3K - $62.5K
|
44.8K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.57K- 6.38% |
$62.9K - $76.7K
|
23.1K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.62K- 12.2% |
$64.6K - $78.7K
|
11.6K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 1.18% |
$76K - $92.6K
|
159K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 8.86% |
$89.5K - $109K
|
23K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 25.35% |
$91.8K - $112K
|
6.76K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.78K- 6.21% |
$111K - $135K
|
41.9K
$1.91M
|