Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Blue Chi (FBCV)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2K+ 44.39% |
$296K - $335K
|
33.3K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.99KNew |
$260K - $294K
|
8.99K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.71K+ 47.72% |
$194K - $220K
|
20.8K
$683K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.95KNew |
$114K - $129K
|
3.95K
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 0.43% |
$53.6K - $60.6K
|
428K
$14.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
439+ 11.89% |
$12.7K - $14.4K
|
4.13K
$136K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
355New |
$10.3K - $11.6K
|
355
$11.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
80New |
$2.32K - $2.62K
|
80
$2.63K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60+ 0.48% |
$1.74K - $1.96K
|
12.6K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54New |
$1.56K - $1.77K
|
54
$1.78K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-179Closed |
$5.18K - $5.86K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-243- 1.18% |
$7.03K - $7.96K
|
20.4K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-503- 3.15% |
$14.6K - $16.5K
|
15.5K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1K- 26.93% |
$322K - $364K
|
30.2K
$994K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.7K- 61.88% |
$889K - $1.01M
|
18.9K
$623K
|