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

Dynasty Wealth Management, LLC

$5.87 Trillion
Q2 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 5,507,411 shares of FBCG stock, worth $290 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

5,507,411

Previous 6,679,781 17.55%

Holding current value

$290 Million

Previous $267 Billion 0.49%

% of portfolio

4.53%

Previous 4.45%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$35.12 - $48.24 $41.2 Million - $56.6 Million	-1,172,370 Reduced 17.55%	5,507,411 $266 Billion
Q1 2025 May 02, 2025	BUY	$39.97 - $48.7 $44 Million - $53.6 Million	1,099,765 Added 19.71%	6,679,781 $267 Billion
Q4 2024 Feb 05, 2025	BUY	$42.05 - $48.31 $235 Million - $270 Million	5,580,016 New	5,580,016 $258 Billion
Q2 2024 Aug 12, 2024	BUY	$35.75 - $42.83 $5.29 Million - $6.34 Million	147,925 New	147,925 $6.28 Billion

Others Institutions Holding FBCG

# of Institutions

210

Shares Held

50M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

More about FBCG

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