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

Kfg Wealth Management, LLC

$434 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$28.47 - $31.35 $4.78 Million - $5.27 Million	167,967 New	167,967 $4.86 Million

Others Institutions Holding FBCG

# of Institutions

213

Shares Held

48.2M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

9.69M
Shares

$496 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.23M
Shares

$319 Million
6.47% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.51M
Shares

$282 Million
4.53% of portfolio
Commonwealth Equity Services, LLC

2.89M
Shares

$148 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$71.2 Million
0.0% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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