Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.5K+ 29.22% |
$168K - $199K
|
19.9K
$947K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.37K+ 21.19% |
$164K - $193K
|
25K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.27K+ 8.56% |
$160K - $189K
|
54.2K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 2.59% |
$158K - $187K
|
168K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.62K+ 39.83% |
$135K - $160K
|
12.7K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.47K+ 17.65% |
$130K - $153K
|
23.1K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.43K+ 56.36% |
$128K - $152K
|
9.52K
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.37K+ 7.12% |
$126K - $149K
|
50.6K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.82K+ 34.82% |
$106K - $125K
|
10.9K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2.4K+ 12.85% |
$90K - $106K
|
21.1K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 5.07% |
$89.8K - $106K
|
49.7K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.3K+ 19.36% |
$86.1K - $102K
|
14.2K
$675K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.3K+ 29.38% |
$85.9K - $102K
|
10.1K
$481K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.11K+ 4.75% |
$79.1K - $93.5K
|
46.6K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.94K+ 17.71% |
$72.7K - $85.8K
|
12.9K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.88KNew |
$70.2K - $83K
|
1.88K
$89.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.65KNew |
$61.6K - $72.8K
|
1.65K
$78.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.59K+ 2.83% |
$59.6K - $70.4K
|
57.9K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.34K+ 12.75% |
$50.1K - $59.2K
|
11.8K
$563K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.18K+ 24.67% |
$44.2K - $52.3K
|
5.97K
$284K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 11.08% |
$42.7K - $50.4K
|
11.4K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.03K+ 4.31% |
$38.6K - $45.6K
|
24.9K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
800+ 5.92% |
$30K - $35.4K
|
14.3K
$681K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
790+ 530.2% |
$29.6K - $35K
|
939
$44.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
790+ 2.43% |
$29.6K - $35K
|
33.3K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
658+ 0.39% |
$24.6K - $29.1K
|
168K
$8.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
641+ 5.47% |
$24K - $28.4K
|
12.4K
$588K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
521+ 3.7% |
$19.5K - $23.1K
|
14.6K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
369+ 300.0% |
$13.8K - $16.3K
|
492
$23.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
361+ 2.6% |
$13.5K - $16K
|
14.3K
$680K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
350+ 1.34% |
$13.1K - $15.5K
|
26.6K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
345+ 4.63% |
$12.9K - $15.3K
|
7.79K
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
316New |
$11.8K - $14K
|
316
$15K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
261+ 1.38% |
$9.77K - $11.5K
|
19.1K
$912K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 250.0% |
$9.36K - $11.1K
|
350
$16.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
219+ 0.49% |
$8.2K - $9.69K
|
44.8K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 0.46% |
$4.68K - $5.53K
|
27.4K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43+ 0.07% |
$1.61K - $1.9K
|
65.5K
$3.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 6.15% |
$749 - $885
|
345
$16.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1+ 0.01% |
$37.5 - $44.3
|
17.2K
$818K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-31- 27.19% |
$1.16K - $1.37K
|
83
$3.95K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-60- 0.44% |
$2.25K - $2.66K
|
13.5K
$643K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-83- 3.51% |
$3.11K - $3.67K
|
2.28K
$109K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-150- 2.79% |
$5.62K - $6.64K
|
5.23K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-220- 55.0% |
$8.24K - $9.74K
|
180
$8.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-242- 6.17% |
$9.06K - $10.7K
|
3.68K
$175K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 0.3% |
$13.1K - $15.5K
|
117K
$5.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-537- 82.36% |
$20.1K - $23.8K
|
115
$5.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.34K- 75.2% |
$50.3K - $59.4K
|
443
$21.1K
|