Flp Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History

Flp Wealth Management, LLC

$36 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jul 14, 2025	BUY	$42.05 - $48.31 $224,000 - $257,347	5,327 New	5,327 $246 Million

Others Institutions Holding FBCG

# of Institutions

215

Shares Held

50.3M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

9.69M
Shares

$515 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.23M
Shares

$331 Million
6.47% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.51M
Shares

$293 Million
4.53% of portfolio
Commonwealth Equity Services, LLC

2.84M
Shares

$151 Million
0.2% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.59M
Shares

$84.7 Million
0.17% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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