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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-435- 25.97% |
$15.3K - $21K
|
1.24K
$66.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
521+ 221.7% |
$18.3K - $25.1K
|
756
$40.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.35% |
$246 - $338
|
511
$27.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2KNew |
$393K - $540K
|
11.2K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.73KNew |
$95.8K - $132K
|
2.73K
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 16.78% |
$72.3K - $99.4K
|
14.3K
$767K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
491New |
$17.2K - $23.7K
|
491
$26.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57.2K- 90.37% |
$2.01M - $2.76M
|
6.09K
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$17.6K - $24.1K
|
500
$26.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
40+ 0.6% |
$1.4K - $1.93K
|
6.75K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.3KNew |
$397K - $545K
|
11.3K
$605K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.45KNew |
$156K - $214K
|
4.45K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 20.59% |
$495K - $680K
|
82.6K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-650- 3.61% |
$22.8K - $31.4K
|
17.4K
$930K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 35.63% |
$185K - $254K
|
20K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-38- 2.31% |
$1.33K - $1.83K
|
1.61K
$86.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
13New |
$457 - $627
|
13
$696
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
127+ 2.55% |
$4.46K - $6.13K
|
5.11K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
158KNew |
$5.54M - $7.61M
|
158K
$8.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.85K- 39.85% |
$100K - $137K
|
4.3K
$230K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 2.92% |
$7.02K - $9.65K
|
6.65K
$356K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55.2KNew |
$2.21M - $2.69M
|
55.2K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.04KNew |
$122K - $148K
|
3.04K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.56K- 39.69% |
$222K - $271K
|
8.44K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.7KNew |
$1.43M - $1.74M
|
35.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.18M - $1.44M
|
29.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108KNew |
$4.32M - $5.26M
|
108K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
123+ 1.0% |
$4.92K - $5.99K
|
12.4K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.08KNew |
$363K - $442K
|
9.08K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.56KNew |
$142K - $173K
|
3.56K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.64K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.88KNew |
$75.1K - $91.5K
|
1.88K
$101K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
39New |
$1.56K - $1.9K
|
39
$2.09K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.93KNew |
$77.2K - $94.1K
|
1.93K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
54New |
$2.16K - $2.63K
|
54
$2.89K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.64K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31.7K+ 290.12% |
$1.27M - $1.54M
|
42.6K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
199New |
$7.95K - $9.69K
|
199
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$12K - $14.6K
|
300
$16.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-916- 2.61% |
$36.6K - $44.6K
|
34.2K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-135- 27.55% |
$5.4K - $6.57K
|
355
$19K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
5.98KNew |
$239K - $291K
|
5.98K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 25.35% |
$91.8K - $112K
|
6.76K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 10.84% |
$21.3K - $26K
|
5.46K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
329New |
$13.2K - $16K
|
329
$17.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$19.4K - $23.6K
|
485
$26K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20.9KNew |
$837K - $1.02M
|
20.9K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.44KNew |
$217K - $265K
|
5.44K
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 16.58% |
$30.4K - $37K
|
5.34K
$286K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 62.32% |
$8.59K - $10.5K
|
130
$6.96K
|
|