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 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.02K+ 3.73% |
$295K - $339K
|
195K
$9.32M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
250New |
$10.5K - $12.1K
|
250
$11.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 0.11% |
$799 - $918
|
17.2K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.63K- 17.08% |
$68.3K - $78.5K
|
7.89K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.67KNew |
$196K - $226K
|
4.67K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.06% |
$42.1 - $48.3
|
1.65K
$78.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
291KNew |
$10.9M - $12.9M
|
291K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30.8KNew |
$1.15M - $1.36M
|
30.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-220- 55.0% |
$8.24K - $9.74K
|
180
$8.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.3KNew |
$1.06M - $1.25M
|
28.3K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.74KNew |
$290K - $343K
|
7.74K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 0.46% |
$4.68K - $5.53K
|
27.4K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 250.0% |
$9.36K - $11.1K
|
350
$16.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-537- 82.36% |
$20.1K - $23.8K
|
115
$5.49K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-242- 6.17% |
$9.06K - $10.7K
|
3.68K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.34K- 51.22% |
$275K - $325K
|
6.99K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-23.4K- 3.55% |
$877K - $1.04M
|
637K
$30.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-31- 27.19% |
$1.16K - $1.37K
|
83
$3.96K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.4KNew |
$406K - $487K
|
11.4K
$542K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
55.3KNew |
$1.98M - $2.37M
|
55.3K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$703K - $843K
|
19.7K
$939K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.2KNew |
$436K - $523K
|
12.2K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-16- 7.96% |
$572 - $685
|
185
$8.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$367K - $440K
|
10.3K
$490K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.24KNew |
$259K - $310K
|
7.24K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
21.9KNew |
$784K - $940K
|
21.9K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-73- 98.65% |
$2.61K - $3.13K
|
1
$47.8
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-6.03K- 36.44% |
$215K - $258K
|
10.5K
$502K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.87KNew |
$210K - $251K
|
5.87K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.6KNew |
$272K - $326K
|
7.6K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.18K - $1.41K
|
33
$1.58K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.53KNew |
$162K - $194K
|
4.53K
$216K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 14.55% |
$34.4K - $41.5K
|
6.28K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
110K+ 630.75% |
$3.53M - $4.26M
|
127K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 21.63% |
$627K - $757K
|
110K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$6.44K - $7.77K
|
200
$9.55K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
180New |
$5.79K - $6.99K
|
180
$8.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.2K+ 71.15% |
$649K - $784K
|
48.5K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
281New |
$9.05K - $10.9K
|
281
$13.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-802- 99.88% |
$25.8K - $31.1K
|
1
$47.8
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
400New |
$12.9K - $15.5K
|
400
$19.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
191New |
$6.15K - $7.42K
|
191
$9.12K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
148New |
$4.1K - $4.96K
|
148
$7.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
392New |
$10.9K - $13.1K
|
392
$18.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
102KNew |
$2.83M - $3.42M
|
102K
$4.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 39.31% |
$8.2K - $9.91K
|
457
$21.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
235New |
$6.69K - $7.37K
|
235
$11.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 59.7% |
$5.69K - $6.27K
|
135
$6.45K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 250.0% |
$71.2K - $78.4K
|
3.5K
$167K
|
|