Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Blue Chi (FBCV)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
86.8KNew |
$2.27M - $2.51M
|
86.8K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$301K - $332K
|
11.5K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 6.2% |
$263K - $290K
|
172K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.19K+ 1780.65% |
$214K - $236K
|
8.65K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.81K+ 18.07% |
$152K - $168K
|
38K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.42K+ 30.72% |
$142K - $156K
|
23K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.48K+ 17.74% |
$65K - $71.7K
|
16.5K
$523K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.22K+ 1.18% |
$31.9K - $35.2K
|
104K
$3.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
540New |
$14.1K - $15.6K
|
540
$17.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
38New |
$995 - $1.1K
|
38
$1.21K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
36+ 0.2% |
$942 - $1.04K
|
18K
$570K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
36+ 0.21% |
$942 - $1.04K
|
17.5K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-88- 6.59% |
$2.3K - $2.54K
|
1.25K
$39.6K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-724- 7.49% |
$19K - $20.9K
|
8.94K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 17.12% |
$57.6K - $63.5K
|
10.7K
$338K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 5.84% |
$263K - $290K
|
162K
$5.15M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.6K- 14.23% |
$748K - $825K
|
172K
$5.47M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.2K- 8.42% |
$1.24M - $1.36M
|
513K
$16.3M
|