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 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.05K+ 11.65% |
$42K - $51.1K
|
10.1K
$480K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
918+ 19.81% |
$36.7K - $44.7K
|
5.55K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 4.84% |
$36.1K - $44K
|
19.5K
$933K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
850+ 0.2% |
$34K - $41.4K
|
427K
$20.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 16.58% |
$30.4K - $37K
|
5.34K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
748+ 4.88% |
$29.9K - $36.4K
|
16.1K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
597+ 0.55% |
$23.9K - $29.1K
|
110K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 8.59% |
$22.3K - $27.2K
|
7.05K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 10.84% |
$21.3K - $26K
|
5.46K
$261K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
526+ 4.77% |
$21K - $25.6K
|
11.5K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
518New |
$20.7K - $25.2K
|
518
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
493New |
$19.7K - $24K
|
493
$23.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$19.4K - $23.6K
|
485
$23.2K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
385+ 86.52% |
$15.4K - $18.7K
|
830
$39.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
329New |
$13.2K - $16K
|
329
$15.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 4.25% |
$12K - $14.6K
|
7.37K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$12K - $14.6K
|
300
$14.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
289+ 3.77% |
$11.6K - $14.1K
|
7.95K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
255+ 0.95% |
$10.2K - $12.4K
|
27K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255+ 2.12% |
$10.2K - $12.4K
|
12.3K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
239+ 75.63% |
$9.55K - $11.6K
|
555
$26.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
199New |
$7.95K - $9.69K
|
199
$9.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
142+ 0.97% |
$5.68K - $6.92K
|
14.8K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
123+ 1.0% |
$4.92K - $5.99K
|
12.4K
$590K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
103+ 219.15% |
$4.12K - $5.02K
|
150
$7.16K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.25K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.25K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
54New |
$2.16K - $2.63K
|
54
$2.58K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
39New |
$1.56K - $1.9K
|
39
$1.86K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
96.5KNew |
$4.06M - $4.66M
|
96.5K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.1K+ 5.08% |
$4M - $4.59M
|
1.97M
$94M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
49.2KNew |
$2.07M - $2.38M
|
49.2K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.83M - $2.1M
|
43.5K
$2.08M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.9K+ 77.45% |
$1.34M - $1.54M
|
73.1K
$3.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31.3K+ 310.96% |
$1.32M - $1.51M
|
41.4K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.5KNew |
$1.2M - $1.38M
|
28.5K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
26.7KNew |
$1.12M - $1.29M
|
26.7K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$510K - $586K
|
12.1K
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.31KNew |
$307K - $353K
|
7.31K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.02K+ 3.73% |
$295K - $339K
|
195K
$9.32M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.07K+ 9.88% |
$213K - $245K
|
56.4K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.67KNew |
$196K - $226K
|
4.67K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.3KNew |
$139K - $159K
|
3.3K
$158K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.3K+ 100.88% |
$96.9K - $111K
|
4.59K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.05KNew |
$86.2K - $99K
|
2.05K
$97.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.71KNew |
$72K - $82.7K
|
1.71K
$81.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
941New |
$39.6K - $45.5K
|
941
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
337+ 6.78% |
$14.2K - $16.3K
|
5.31K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 67.28% |
$13.9K - $16K
|
823
$39.3K
|
|