Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Blue Chi (FBCV)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.1K+ 203.2% |
$808K - $853K
|
38.9K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.1KNew |
$715K - $755K
|
23.1K
$746K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 114.34% |
$683K - $721K
|
41.3K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 4045.65% |
$577K - $609K
|
19.1K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8KNew |
$521K - $550K
|
16.8K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 116.84% |
$345K - $364K
|
20.6K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11K+ 725.92% |
$342K - $361K
|
12.6K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.65K+ 160.87% |
$206K - $217K
|
10.8K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.3KNew |
$195K - $206K
|
6.3K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.29K+ 14.49% |
$195K - $206K
|
49.7K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.38K+ 1087.46% |
$105K - $111K
|
3.69K
$119K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3K+ 12.16% |
$93K - $98.1K
|
27.7K
$894K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
585+ 3.81% |
$18.1K - $19.1K
|
16K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
403New |
$12.5K - $13.2K
|
403
$13K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
291+ 6.48% |
$9.02K - $9.52K
|
4.79K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
255+ 240.57% |
$7.91K - $8.34K
|
361
$11.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
216+ 3.95% |
$6.7K - $7.07K
|
5.69K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
179New |
$5.55K - $5.86K
|
179
$5.79K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
51+ 0.05% |
$1.58K - $1.67K
|
93.3K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.16% |
$465 - $491
|
9.45K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.47% |
$31 - $32.7
|
69
$2.23K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.36% |
$31 - $32.7
|
276
$8.92K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$31 - $32.7
|
14.1K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.51K- 13.86% |
$46.9K - $49.5K
|
9.4K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 20.07% |
$74.9K - $79K
|
9.62K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.69K- 81.04% |
$145K - $153K
|
1.1K
$35.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.84K- 1.12% |
$150K - $158K
|
426K
$13.8M
|