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 41 institutions that hold shares in the stock, with a total of 875,736 shares, which have been reported (via 13F filing form) to have a value of $29.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,094
shares
|
$173,552
0.01% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
4,144
shares
|
$141,186
0.13% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,759
shares
|
$93,999
0.0% of portfolio
|
Q2 2025
Added 885.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,128
shares
|
$72,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
885
shares
|
$30,151
0.0% of portfolio
|
Q2 2025
Added 145.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$15,331
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
355
shares
|
$12,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
276
shares
|
$9,403
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
151
shares
|
$5,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
108
shares
|
$3,679
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
80
shares
|
$2,725
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
80
shares
|
$2,725
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
54
shares
|
$1,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
26
shares
|
$885
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|