Kfa Private Wealth Group, LLC Fidelity Covington Tr Blue Chi Transaction History

Kfa Private Wealth Group, LLC

$286 Million
Q1 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 836,341 shares of FBCG stock, worth $38.1 Million. This represents 11.7% of its overall portfolio holdings.

Number of Shares

836,341

Previous 850,263 1.64%

Holding current value

$38.1 Million

Previous $39.3 Million 15.01%

% of portfolio

11.7%

Previous 16.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$39.97 - $48.7 $556,462 - $678,001	-13,922 Reduced 1.64%	836,341 $33.4 Million
Q4 2024 Jan 22, 2025	BUY	$42.05 - $48.31 $4.64 Million - $5.33 Million	110,253 Added 14.9%	850,263 $39.3 Million
Q3 2024 Oct 18, 2024	BUY	$37.45 - $44.25 $11.1 Million - $13.1 Million	296,050 Added 66.68%	740,010 $31.7 Million
Q2 2024 Aug 07, 2024	BUY	$35.75 - $42.83 $12.7 Million - $15.2 Million	353,891 Added 392.91%	443,960 $18.8 Million
Q1 2024 May 01, 2024	BUY	$32.19 - $38.84 $2.9 Million - $3.5 Million	90,069 New	90,069 $3.46 Million

Others Institutions Holding FBCG

# of Institutions

204

Shares Held

48.4M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
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Kfa Private Wealth Group, LLC Fidelity Covington Tr Blue Chi Transaction History