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 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-3.66K- 2.99% |
$146K - $178K
|
119K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.56K- 39.69% |
$222K - $271K
|
8.44K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.78K- 42.81% |
$231K - $281K
|
7.72K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.26K- 10.5% |
$250K - $305K
|
53.4K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.56K- 3.54% |
$262K - $319K
|
179K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.45K- 2.57% |
$298K - $363K
|
282K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-9.54K- 2.41% |
$381K - $465K
|
387K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.7K- 2.22% |
$388K - $472K
|
427K
$19.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.3K- 58.54% |
$490K - $597K
|
8.69K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.1K- 5.58% |
$525K - $640K
|
222K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-13.9K- 1.64% |
$556K - $678K
|
836K
$38.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 8.28% |
$580K - $707K
|
161K
$7.32M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.8K- 41.99% |
$1.19M - $1.45M
|
41.2K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-44.6K- 39.41% |
$1.78M - $2.17M
|
68.5K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-60.7K- 30.52% |
$2.43M - $2.96M
|
138K
$6.29M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-90K- 98.4% |
$3.6M - $4.38M
|
1.46K
$66.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-107K- 33.52% |
$4.28M - $5.21M
|
212K
$9.66M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.04M- 61.85% |
$41.6M - $50.7M
|
642K
$29.2M
|