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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
890K+ 16.78% |
$35.6M - $43.3M
|
6.19M
$250M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
231K+ 52.13% |
$9.23M - $11.3M
|
674K
$27.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
181K+ 34.0% |
$7.25M - $8.84M
|
715K
$28.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
175KNew |
$7M - $8.53M
|
175K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
158K+ 105.22% |
$6.31M - $7.69M
|
308K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 29.14% |
$5.21M - $6.34M
|
577K
$23.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
103KNew |
$4.11M - $5M
|
103K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 48.26% |
$3.05M - $3.71M
|
234K
$9.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
70.1KNew |
$2.8M - $3.41M
|
70.1K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45.3KNew |
$1.81M - $2.21M
|
45.3K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.5K+ 82.85% |
$1.54M - $1.87M
|
84.9K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 10.19% |
$1.46M - $1.78M
|
395K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
36KNew |
$1.44M - $1.75M
|
36K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
34.4K+ 146.22% |
$1.38M - $1.68M
|
58K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.3K+ 8.65% |
$1.37M - $1.67M
|
430K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.5K+ 6.35% |
$1.14M - $1.39M
|
477K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23.5K+ 34.99% |
$940K - $1.14M
|
90.7K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20.9KNew |
$837K - $1.02M
|
20.9K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
20.4K+ 190.47% |
$817K - $995K
|
31.2K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.8K+ 23.96% |
$753K - $917K
|
97.4K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.3K+ 18.39% |
$732K - $891K
|
118K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.9KNew |
$636K - $775K
|
15.9K
$642K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
12.7K+ 40.54% |
$509K - $620K
|
44.1K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.93KNew |
$397K - $484K
|
9.93K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.83K+ 10.28% |
$393K - $479K
|
105K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 30.41% |
$312K - $381K
|
33.5K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
6.48K+ 5.53% |
$259K - $315K
|
124K
$4.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
5.98KNew |
$239K - $291K
|
5.98K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5.86K+ 7.17% |
$234K - $285K
|
87.5K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.54K+ 44.3% |
$222K - $270K
|
18.1K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.44KNew |
$217K - $265K
|
5.44K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.16KNew |
$206K - $251K
|
5.16K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.99KNew |
$199K - $243K
|
4.99K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.61K+ 11.9% |
$184K - $225K
|
43.4K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4K+ 58.57% |
$160K - $195K
|
10.8K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.79K+ 8.3% |
$112K - $136K
|
36.4K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.7K+ 5.68% |
$108K - $131K
|
50.2K
$2.02M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 16.31% |
$104K - $127K
|
18.6K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2K+ 22.44% |
$80K - $97.4K
|
10.9K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.97K+ 7.98% |
$78.8K - $96K
|
26.7K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.3K+ 25.34% |
$52K - $63.3K
|
6.43K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.05K+ 11.65% |
$42K - $51.1K
|
10.1K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 4.84% |
$36.1K - $44K
|
19.5K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
850+ 0.2% |
$34K - $41.4K
|
427K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 16.58% |
$30.4K - $37K
|
5.34K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
748+ 4.88% |
$29.9K - $36.4K
|
16.1K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 8.59% |
$22.3K - $27.2K
|
7.05K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 10.84% |
$21.3K - $26K
|
5.46K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
518New |
$20.7K - $25.2K
|
518
$20.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$19.4K - $23.6K
|
485
$19.5K
|