Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
328KNew |
$11.5M - $15.8M
|
328K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
240KNew |
$8.43M - $11.6M
|
240K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
230K+ 8.65% |
$8.09M - $11.1M
|
2.89M
$148M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
158KNew |
$5.54M - $7.61M
|
158K
$8.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 25.4% |
$5.15M - $7.07M
|
724K
$37.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
137KNew |
$4.82M - $6.62M
|
137K
$7.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
136K+ 19.05% |
$4.79M - $6.57M
|
852K
$43.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
81.2KNew |
$2.85M - $3.92M
|
81.2K
$4.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
74.6K+ 11.07% |
$2.62M - $3.6M
|
749K
$38.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
73.1K+ 18.92% |
$2.57M - $3.53M
|
460K
$23.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
73.1K+ 15.31% |
$2.57M - $3.52M
|
550K
$28.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.6K+ 21.23% |
$2.51M - $3.45M
|
409K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
61.7K+ 20.03% |
$2.17M - $2.98M
|
370K
$18.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.2K+ 12.22% |
$1.69M - $2.33M
|
443K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.1K+ 12.42% |
$1.65M - $2.27M
|
426K
$21.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
41.9K+ 157.0% |
$1.47M - $2.02M
|
68.5K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
41.6K+ 23.72% |
$1.46M - $2.01M
|
217K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
34.3K+ 0.55% |
$1.21M - $1.66M
|
6.23M
$319M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
26.3K+ 58.01% |
$923K - $1.27M
|
71.5K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.5K+ 28.25% |
$826K - $1.13M
|
107K
$5.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
19.8K+ 21.83% |
$695K - $955K
|
110K
$5.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2K+ 21.42% |
$638K - $877K
|
103K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
18K+ 20.01% |
$632K - $867K
|
108K
$5.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15K+ 1027.05% |
$527K - $723K
|
16.5K
$842K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 20.59% |
$495K - $680K
|
82.6K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
13.6K+ 75.24% |
$477K - $655K
|
31.6K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
13.2K+ 9.56% |
$464K - $637K
|
151K
$7.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12.7K+ 7.59% |
$445K - $612K
|
180K
$9.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.4K+ 2.91% |
$437K - $600K
|
440K
$22.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
12.2K+ 219.6% |
$428K - $588K
|
17.7K
$908K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
12.1K+ 1.45% |
$425K - $584K
|
848K
$43.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.6K+ 11.69% |
$407K - $559K
|
111K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.3KNew |
$397K - $545K
|
11.3K
$579K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2KNew |
$393K - $540K
|
11.2K
$573K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.96KNew |
$315K - $432K
|
8.96K
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.78K+ 19.91% |
$308K - $424K
|
52.9K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.35K+ 35.4% |
$223K - $306K
|
24.3K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.93KNew |
$208K - $286K
|
5.93K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.58K+ 12.88% |
$196K - $269K
|
48.9K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.56K+ 11.08% |
$195K - $268K
|
55.7K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 35.63% |
$185K - $254K
|
20K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 7.15% |
$176K - $242K
|
75.1K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.45KNew |
$156K - $214K
|
4.45K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.26K+ 4.73% |
$150K - $206K
|
94.4K
$4.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
4.21K+ 3.4% |
$148K - $203K
|
128K
$6.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.18KNew |
$147K - $201K
|
4.18K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.88K+ 6.76% |
$136K - $187K
|
61.2K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.97K+ 3.4% |
$104K - $143K
|
90.5K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.73KNew |
$95.8K - $132K
|
2.73K
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.52K+ 6.93% |
$88.6K - $122K
|
38.9K
$1.99M
|