Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
94.8K+ 11.13% |
$4.53M - $5.14M
|
946K
$50.3M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
93.1KNew |
$4.45M - $5.05M
|
93.1K
$4.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
54.3K+ 14.7% |
$2.59M - $2.95M
|
424K
$22.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
51.2K+ 374.87% |
$2.44M - $2.77M
|
64.8K
$3.45M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
45K+ 5.31% |
$2.15M - $2.44M
|
893K
$47.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39.4K+ 36.9% |
$1.88M - $2.14M
|
146K
$7.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
37KNew |
$1.76M - $2M
|
37K
$1.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
22.4K+ 4.06% |
$1.07M - $1.21M
|
573K
$30.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
18.1KNew |
$865K - $982K
|
18.1K
$963K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.6K+ 4401.75% |
$841K - $955K
|
18K
$958K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6K+ 3.33% |
$647K - $735K
|
421K
$22.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 14.24% |
$510K - $580K
|
85.8K
$4.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
6.87K+ 12.99% |
$328K - $373K
|
59.8K
$3.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
5.54K+ 1.26% |
$265K - $301K
|
445K
$23.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.87KNew |
$233K - $264K
|
4.87K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
3.87KNew |
$185K - $210K
|
3.87K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.08K+ 6.56% |
$99.1K - $113K
|
33.7K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.96K+ 3.37% |
$93.7K - $106K
|
60.2K
$3.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.6K+ 5.61% |
$76.4K - $86.8K
|
30.1K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.55K+ 12.23% |
$74K - $84K
|
14.2K
$756K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.54K+ 1.29% |
$73.6K - $83.6K
|
121K
$6.42M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
1.36K+ 1.99% |
$65K - $73.8K
|
69.9K
$3.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
798+ 2.57% |
$38.1K - $43.3K
|
31.8K
$1.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
409New |
$19.5K - $22.2K
|
409
$21.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
307+ 0.83% |
$14.7K - $16.7K
|
37.2K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.13% |
$1.86K - $2.12K
|
30.4K
$1.62M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22+ 12.22% |
$1.05K - $1.19K
|
202
$10.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
20New |
$955 - $1.08K
|
20
$1.06K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-80- 7.49% |
$3.82K - $4.34K
|
988
$52.5K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-128- 0.94% |
$6.11K - $6.94K
|
13.6K
$721K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-180- 1.08% |
$8.6K - $9.76K
|
16.4K
$874K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-277- 2.38% |
$13.2K - $15K
|
11.3K
$603K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-764- 8.53% |
$36.5K - $41.4K
|
8.2K
$436K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.73K- 3.54% |
$82.6K - $93.8K
|
47.2K
$2.51M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-5.23K- 5.78% |
$250K - $284K
|
85.3K
$4.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-48.3K- 10.52% |
$2.31M - $2.62M
|
411K
$21.9M
|