Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
408K+ 56.38% |
$19.5M - $22.1M
|
1.13M
$60.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7K+ 6.02% |
$703K - $798K
|
259K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
476New |
$22.7K - $25.8K
|
476
$25.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.13K+ 5.46% |
$102K - $115K
|
41.1K
$2.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
496New |
$23.7K - $26.9K
|
496
$26.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2+ 0.01% |
$95.5 - $108
|
17.2K
$921K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
188+ 1.06% |
$8.98K - $10.2K
|
17.9K
$959K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-208- 2.67% |
$9.93K - $11.3K
|
7.59K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15.4K+ 63.47% |
$736K - $836K
|
39.7K
$2.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15K+ 91.03% |
$715K - $812K
|
31.4K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$143 - $163
|
5.92K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
21.3K+ 11.88% |
$1.02M - $1.16M
|
201K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
41.7KNew |
$1.99M - $2.26M
|
41.7K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-125- 2.53% |
$5.97K - $6.78K
|
4.81K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
14.7KNew |
$701K - $796K
|
14.7K
$785K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
949K+ 15.23% |
$45.3M - $51.5M
|
7.18M
$384M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
89.2K+ 58.92% |
$4.26M - $4.84M
|
240K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
650+ 1.23% |
$31K - $35.3K
|
53.5K
$2.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.57K+ 7.34% |
$361K - $410K
|
111K
$5.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20.5K+ 18.55% |
$979K - $1.11M
|
131K
$7.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.53KNew |
$264K - $300K
|
5.53K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
7.47KNew |
$357K - $405K
|
7.47K
$400K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.5M+ 27.3% |
$71.8M - $81.6M
|
7.01M
$375M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
9.75K+ 1.3% |
$466K - $529K
|
759K
$40.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.56K- 1.51% |
$74.4K - $84.5K
|
102K
$5.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
86.4K+ 63.01% |
$4.13M - $4.69M
|
224K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 0.88% |
$29.2K - $33.1K
|
69.8K
$3.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
201New |
$9.6K - $10.9K
|
201
$10.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
38.8K+ 11.19% |
$1.85M - $2.1M
|
385K
$20.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.79% |
$4.78K - $5.42K
|
12.7K
$681K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
1.49K+ 1.17% |
$71.2K - $80.9K
|
129K
$6.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.02% |
$1.48K - $1.68K
|
159K
$8.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20.4K+ 217.21% |
$974K - $1.11M
|
29.8K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.6K+ 65.61% |
$556K - $631K
|
29.4K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
2.1K+ 838.0% |
$100K - $114K
|
2.35K
$126K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
549+ 5.62% |
$26.2K - $29.8K
|
10.3K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.35K+ 1.66% |
$64.3K - $73K
|
82.5K
$4.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.37K- 9.29% |
$113K - $128K
|
23.1K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-17- 0.41% |
$812 - $922
|
4.16K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
333New |
$15.9K - $18.1K
|
333
$17.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.82K+ 38.67% |
$87.1K - $98.9K
|
6.54K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.83K+ 42.08% |
$183K - $208K
|
12.9K
$692K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.1K- 1.84% |
$2.54M - $2.88M
|
2.84M
$152M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4KNew |
$832K - $945K
|
17.4K
$933K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
29.4K+ 31.19% |
$1.41M - $1.6M
|
124K
$6.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7KNew |
$652K - $741K
|
13.7K
$731K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-180- 1.08% |
$8.6K - $9.76K
|
16.4K
$880K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.55K+ 12.23% |
$74K - $84K
|
14.2K
$761K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.08K+ 6.56% |
$99.1K - $113K
|
33.7K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
93.1KNew |
$4.45M - $5.05M
|
93.1K
$4.99M
|
|