Latest Institutional Purchases of Fidelity Covington Tr Blue Chi (FBCG)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
396KNew |
$16.7M - $19.1M
|
396K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215K+ 443.08% |
$9.02M - $10.4M
|
263K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
110K+ 14.9% |
$4.64M - $5.33M
|
850K
$40.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
103K+ 29.62% |
$4.31M - $4.95M
|
449K
$21.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
81.7KNew |
$3.43M - $3.95M
|
81.7K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
74K+ 97.21% |
$3.11M - $3.57M
|
150K
$7.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.4KNew |
$1.95M - $2.24M
|
46.4K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.9KNew |
$1.89M - $2.17M
|
44.9K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
35.1KNew |
$1.48M - $1.7M
|
35.1K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9K+ 11.08% |
$1.34M - $1.54M
|
319K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.5KNew |
$1.2M - $1.38M
|
28.5K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$1.08M - $1.24M
|
25.7K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20.4K+ 43.47% |
$856K - $983K
|
67.2K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.9K+ 94.9% |
$793K - $911K
|
38.7K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.7K+ 24.87% |
$658K - $756K
|
78.6K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$526K - $604K
|
12.5K
$598K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$506K - $581K
|
12K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
10.7K+ 2.47% |
$450K - $517K
|
443K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10KNew |
$422K - $485K
|
10K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.39K+ 110.53% |
$353K - $405K
|
16K
$763K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.36KNew |
$310K - $356K
|
7.36K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.34K+ 4.37% |
$309K - $355K
|
175K
$8.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.27K+ 121.86% |
$306K - $351K
|
13.2K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.02K+ 3.73% |
$295K - $339K
|
195K
$9.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.83KNew |
$287K - $330K
|
6.83K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.83KNew |
$287K - $330K
|
6.83K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.5KNew |
$273K - $314K
|
6.5K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.7K+ 44.21% |
$240K - $275K
|
18.6K
$889K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
5.55K+ 28.96% |
$233K - $268K
|
24.7K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$223K - $256K
|
5.3K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.67KNew |
$196K - $226K
|
4.67K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.63KNew |
$195K - $224K
|
4.63K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$193K - $221K
|
4.58K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$189K - $218K
|
4.5K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.3K+ 100.88% |
$96.9K - $111K
|
4.59K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.09K+ 14.57% |
$87.7K - $101K
|
16.4K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.05KNew |
$86.2K - $99K
|
2.05K
$97.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.71KNew |
$72K - $82.7K
|
1.71K
$81.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.47K+ 6.36% |
$61.9K - $71.1K
|
24.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
913+ 9.03% |
$38.4K - $44.1K
|
11K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
898+ 1.93% |
$37.8K - $43.4K
|
47.5K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
888+ 9.02% |
$37.3K - $42.9K
|
10.7K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
490+ 1.11% |
$20.6K - $23.7K
|
44.7K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
338+ 1.02% |
$14.2K - $16.3K
|
33.6K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
311+ 3.57% |
$13.1K - $15K
|
9.01K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
272+ 28.97% |
$11.4K - $13.1K
|
1.21K
$57.9K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
250New |
$10.5K - $12.1K
|
250
$12K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
152+ 0.57% |
$6.39K - $7.34K
|
26.7K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 0.11% |
$799 - $918
|
17.2K
$822K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
17+ 0.12% |
$715 - $821
|
14.6K
$699K
|