Sax Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 146,205 shares of FBCG stock, worth $7.78 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

146,205

Previous 106,797 36.9%

Holding current value

$7.78 Million

Previous $5.15 Million 52.3%

% of portfolio

0.43%

Previous 0.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$47.75 - $54.24 $1.88 Million - $2.14 Million	39,408 Added 36.9%	146,205 $7.85 Million
Q2 2025 Jul 23, 2025	BUY	$35.12 - $48.24 $826,162 - $1.13 Million	23,524 Added 28.25%	106,797 $5.15 Million
Q1 2025 May 14, 2025	BUY	$39.97 - $48.7 $1.53 Million - $1.87 Million	38,396 Added 85.56%	83,273 $3.33 Million
Q4 2024 Jan 15, 2025	BUY	$42.05 - $48.31 $1.89 Million - $2.17 Million	44,877 New	44,877 $2.08 Million

Others Institutions Holding FBCG

# of Institutions

211

Shares Held

50.1M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

More about FBCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History