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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
110K+ 14.9% |
$4.64M - $5.33M
|
850K
$32.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
152+ 0.57% |
$6.39K - $7.34K
|
26.7K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.6K- 10.78% |
$67.2K - $77.2K
|
13.2K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.02K+ 3.73% |
$295K - $339K
|
195K
$7.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
490+ 1.11% |
$20.6K - $23.7K
|
44.7K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.5KNew |
$1.2M - $1.38M
|
28.5K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
250New |
$10.5K - $12.1K
|
250
$9.66K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 0.9% |
$4.67K - $5.36K
|
12.2K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20.4K+ 43.47% |
$856K - $983K
|
67.2K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 0.11% |
$799 - $918
|
17.2K
$665K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.63K- 17.08% |
$68.3K - $78.5K
|
7.89K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.9KNew |
$1.89M - $2.17M
|
44.9K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.67KNew |
$196K - $226K
|
4.67K
$180K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-149- 0.79% |
$6.27K - $7.2K
|
18.7K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.47K+ 6.36% |
$61.9K - $71.1K
|
24.6K
$950K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.06% |
$42.1 - $48.3
|
1.65K
$63.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
35.1KNew |
$1.48M - $1.7M
|
35.1K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10KNew |
$422K - $485K
|
10K
$387K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$506K - $581K
|
12K
$464K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-220- 55.0% |
$8.24K - $9.74K
|
180
$6.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30.8KNew |
$1.15M - $1.36M
|
30.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
291KNew |
$10.9M - $12.9M
|
291K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.3KNew |
$1.06M - $1.25M
|
28.3K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
316New |
$11.8K - $14K
|
316
$12.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.74KNew |
$290K - $343K
|
7.74K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16.5KNew |
$618K - $730K
|
16.5K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 0.46% |
$4.68K - $5.53K
|
27.4K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 250.0% |
$9.36K - $11.1K
|
350
$13.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-242- 6.17% |
$9.06K - $10.7K
|
3.68K
$142K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-537- 82.36% |
$20.1K - $23.8K
|
115
$4.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.34K- 51.22% |
$275K - $325K
|
6.99K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-23.4K- 3.55% |
$877K - $1.04M
|
637K
$24.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-31- 27.19% |
$1.16K - $1.37K
|
83
$3.21K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.4KNew |
$406K - $487K
|
11.4K
$439K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
55.3KNew |
$1.98M - $2.37M
|
55.3K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.2KNew |
$436K - $523K
|
12.2K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$703K - $843K
|
19.7K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.6K- 62.84% |
$630K - $755K
|
10.4K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-16- 7.96% |
$572 - $685
|
185
$7.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$367K - $440K
|
10.3K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.24KNew |
$259K - $310K
|
7.24K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
21.9KNew |
$784K - $940K
|
21.9K
$848K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-6.03K- 36.44% |
$215K - $258K
|
10.5K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-73- 98.65% |
$2.61K - $3.13K
|
1
$38.6
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-61- 59.22% |
$2.18K - $2.61K
|
42
$1.62K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.87KNew |
$210K - $251K
|
5.87K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.18K - $1.41K
|
33
$1.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.6KNew |
$272K - $326K
|
7.6K
$294K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.53KNew |
$162K - $194K
|
4.53K
$175K
|
|