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, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
52.3K+ 2631.15% |
$1.87M - $2.24M
|
54.3K
$2.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.56M - $1.86M
|
43.5K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
21.9KNew |
$784K - $940K
|
21.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$703K - $843K
|
19.7K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.2KNew |
$436K - $523K
|
12.2K
$577K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.4KNew |
$406K - $487K
|
11.4K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$367K - $440K
|
10.3K
$486K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
8.7KNew |
$311K - $373K
|
8.7K
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.6KNew |
$272K - $326K
|
7.6K
$360K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.24KNew |
$259K - $310K
|
7.24K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$325K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.87KNew |
$210K - $251K
|
5.87K
$277K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.53KNew |
$162K - $194K
|
4.53K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
700New |
$25K - $30K
|
700
$33.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 2.92% |
$7.15K - $8.57K
|
7.05K
$333K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.18K - $1.41K
|
33
$1.56K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
110K+ 630.75% |
$3.53M - $4.26M
|
127K
$6.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.2K+ 71.15% |
$649K - $784K
|
48.5K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 21.63% |
$627K - $757K
|
110K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$568K - $686K
|
17.7K
$835K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
400New |
$12.9K - $15.5K
|
400
$18.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
281New |
$9.05K - $10.9K
|
281
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$6.44K - $7.77K
|
200
$9.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
191New |
$6.15K - $7.42K
|
191
$9.03K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
180New |
$5.79K - $6.99K
|
180
$8.51K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
102KNew |
$2.83M - $3.42M
|
102K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.59KNew |
$183K - $221K
|
6.59K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
392New |
$10.9K - $13.1K
|
392
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
148New |
$4.1K - $4.96K
|
148
$7K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
168KNew |
$4.78M - $5.27M
|
168K
$7.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 250.0% |
$71.2K - $78.4K
|
3.5K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
235New |
$6.69K - $7.37K
|
235
$11.1K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.26KNew |
$26.2K - $32.1K
|
1.26K
$59.6K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
300+ 0.78% |
$6.23K - $7.64K
|
39K
$1.84M
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
103KNew |
$2.12M - $2.41M
|
103K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27KNew |
$46.5K - $53.1K
|
2.27K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
176New |
$3.62K - $4.12K
|
176
$8.32K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
160New |
$3.29K - $3.75K
|
160
$7.57K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$20.6 - $23.4
|
1
$47.3
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.2K+ 4.78% |
$240K - $298K
|
245K
$11.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 966.55% |
$228K - $283K
|
11.7K
$555K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10+ 100.0% |
$215 - $267
|
20
$946
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
92New |
$1.96K - $2.85K
|
92
$4.35K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.9KNew |
$381K - $434K
|
11.9K
$564K
|
|