Institutional Ownership Fidelity Covington Tr Blue Chi (FBCV)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCV). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 707,820 shares, which have been reported (via 13F filing form) to have a value of $22.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
401,972
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
93,225
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,384
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,095
shares
|
$940,641
0.0% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,841
shares
|
$544,469
0.0% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,370
shares
|
$496,912
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$387,960
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,812
shares
|
$381,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,768
shares
|
$380,459
0.0% of portfolio
|
Q1 2024
Added 30.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,090
shares
|
$358,539
0.0% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,333
shares
|
$334,065
0.0% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
10,093
shares
|
$326,306
0.17% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,513
shares
|
$307,555
0.0% of portfolio
|
Q4 2024
Added 53.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,432
shares
|
$304,936
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,460
shares
|
$176,521
0.02% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,040
shares
|
$130,613
0.0% of portfolio
|
Q3 2024
Added 3900.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,687
shares
|
$119,200
0.0% of portfolio
|
Q3 2024
Added 51.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$86,806
0.0% of portfolio
|
Q3 2024
Added 483.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,534
shares
|
$81,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,520
shares
|
$49,141
0.0% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
549
shares
|
$17,749
0.0% of portfolio
|
Q3 2024
Reduced 74.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$14,548
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
400
shares
|
$12,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
311
shares
|
$10,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
108
shares
|
$3,491
0.0% of portfolio
|
Q1 2024
New holding
|