Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.09KNew |
$289K - $347K
|
8.09K
$385K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.6KNew |
$272K - $326K
|
7.6K
$362K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.24KNew |
$259K - $310K
|
7.24K
$345K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.21K+ 12.38% |
$258K - $309K
|
65.4K
$3.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.48K+ 12.93% |
$232K - $278K
|
56.6K
$2.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.09KNew |
$218K - $261K
|
6.09K
$290K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.87KNew |
$210K - $251K
|
5.87K
$279K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.55K+ 90.7% |
$198K - $238K
|
11.7K
$556K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.85K+ 51.18% |
$173K - $208K
|
14.3K
$683K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.79KNew |
$171K - $205K
|
4.79K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.55K+ 30.14% |
$163K - $195K
|
19.7K
$936K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.53KNew |
$162K - $194K
|
4.53K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4.34K+ 30.17% |
$155K - $186K
|
18.7K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4K+ 9.24% |
$143K - $171K
|
47.3K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.81K+ 9.36% |
$136K - $163K
|
44.5K
$2.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.48K+ 20.31% |
$124K - $149K
|
20.6K
$981K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$121K - $145K
|
3.4K
$162K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.06K+ 12.62% |
$109K - $131K
|
27.3K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.25K+ 23.3% |
$80.3K - $96.2K
|
11.9K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 23.36% |
$74.2K - $88.9K
|
11K
$522K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2K+ 7.03% |
$71.6K - $85.8K
|
30.5K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.87K+ 31.43% |
$66.8K - $80K
|
7.81K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.61K+ 3.74% |
$57.4K - $68.8K
|
44.6K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
998+ 26.63% |
$35.7K - $42.7K
|
4.75K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
917+ 0.31% |
$32.8K - $39.3K
|
299K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
895+ 6.88% |
$32K - $38.3K
|
13.9K
$662K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
767New |
$27.4K - $32.9K
|
767
$36.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
700New |
$25K - $30K
|
700
$33.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
652New |
$23.3K - $27.9K
|
652
$31K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
400+ 2.68% |
$14.3K - $17.1K
|
15.3K
$729K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$14.3K - $17.1K
|
400
$19K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
354+ 8.38% |
$12.7K - $15.2K
|
4.58K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
354+ 8.38% |
$12.7K - $15.2K
|
4.58K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 2.92% |
$7.15K - $8.57K
|
7.05K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
123New |
$4.4K - $5.27K
|
123
$5.86K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
114New |
$4.08K - $4.88K
|
114
$5.43K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
60+ 0.44% |
$2.15K - $2.57K
|
13.6K
$646K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43+ 0.65% |
$1.54K - $1.84K
|
6.65K
$316K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.18K - $1.41K
|
33
$1.57K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24+ 0.01% |
$858 - $1.03K
|
296K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
21+ 0.15% |
$751 - $899
|
14.1K
$671K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 6.56% |
$715 - $857
|
325
$15.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19+ 0.26% |
$679 - $814
|
7.45K
$355K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-16- 7.96% |
$572 - $685
|
185
$8.81K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-61- 59.22% |
$2.18K - $2.61K
|
42
$2K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-73- 98.65% |
$2.61K - $3.13K
|
1
$47.6
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-120- 1.14% |
$4.29K - $5.14K
|
10.4K
$497K
|