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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12.7K+ 7.59% |
$445K - $612K
|
180K
$9.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.4K+ 2.91% |
$437K - $600K
|
440K
$22.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
12.2K+ 219.6% |
$428K - $588K
|
17.7K
$915K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
12.1K+ 1.45% |
$425K - $584K
|
848K
$43.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.6K+ 11.69% |
$407K - $559K
|
111K
$5.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.3KNew |
$397K - $545K
|
11.3K
$583K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2KNew |
$393K - $540K
|
11.2K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 6.96% |
$390K - $535K
|
171K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.7K+ 114.91% |
$341K - $468K
|
18.1K
$935K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.16K+ 5.13% |
$322K - $442K
|
188K
$9.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.96KNew |
$315K - $432K
|
8.96K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.78K+ 19.91% |
$308K - $424K
|
52.9K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.35K+ 35.4% |
$223K - $306K
|
24.3K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.93KNew |
$208K - $286K
|
5.93K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.58K+ 12.88% |
$196K - $269K
|
48.9K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.56K+ 11.08% |
$195K - $268K
|
55.7K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 35.63% |
$185K - $254K
|
20K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 7.15% |
$176K - $242K
|
75.1K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.94KNew |
$173K - $238K
|
4.94K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.72KNew |
$166K - $228K
|
4.72K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.45KNew |
$156K - $214K
|
4.45K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.26K+ 4.73% |
$150K - $206K
|
94.4K
$4.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
4.21K+ 3.4% |
$148K - $203K
|
128K
$6.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.2KNew |
$147K - $203K
|
4.2K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.18KNew |
$147K - $201K
|
4.18K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.88K+ 6.76% |
$136K - $187K
|
61.2K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.67K+ 14.32% |
$129K - $177K
|
29.3K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.97K+ 3.4% |
$104K - $143K
|
90.5K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.73KNew |
$95.8K - $132K
|
2.73K
$141K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.52K+ 6.93% |
$88.6K - $122K
|
38.9K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 29.61% |
$80.2K - $110K
|
10K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 16.78% |
$72.3K - $99.4K
|
14.3K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.03K+ 0.31% |
$71.3K - $97.9K
|
654K
$33.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.02K+ 17.36% |
$70.9K - $97.4K
|
13.6K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.92K+ 26.68% |
$67.4K - $92.5K
|
9.11K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.8K+ 16.62% |
$63.2K - $86.8K
|
12.6K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.75K+ 16.03% |
$61.5K - $84.4K
|
12.7K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.68K+ 18.26% |
$59K - $81K
|
10.9K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.65K+ 1102.67% |
$58.1K - $79.8K
|
1.8K
$93K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 3.6% |
$53.1K - $72.9K
|
43.5K
$2.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 3.82% |
$47.6K - $65.4K
|
36.8K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.26K+ 1.07% |
$44.3K - $60.8K
|
119K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.17K+ 23.33% |
$41.2K - $56.5K
|
6.2K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$38.1K - $52.3K
|
1.09K
$55.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.07KNew |
$37.5K - $51.5K
|
1.07K
$55.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
992+ 1.45% |
$34.8K - $47.9K
|
69.4K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
730+ 11.35% |
$25.6K - $35.2K
|
7.16K
$369K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
703+ 0.68% |
$24.7K - $33.9K
|
103K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
614+ 5.58% |
$21.6K - $29.6K
|
11.6K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
554+ 3.45% |
$19.5K - $26.7K
|
16.6K
$857K
|