Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $750 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,745,979
shares
|
$115 Million
0.01% of portfolio
|
Q2 2024
Added 34.34%
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 01, 2024 Q2 2024 |
1,736,012
shares
|
$73 Million
20.28% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
1,364,447
shares
|
$57.4 Million
0.23% of portfolio
|
Q2 2024
Added 32.72%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,249,042
shares
|
$52.5 Million
0.08% of portfolio
|
Q2 2024
Added 9.93%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,198,216
shares
|
$50.4 Million
0.0% of portfolio
|
Q2 2024
Added 23.74%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
684,917
shares
|
$28.8 Million
0.06% of portfolio
|
Q2 2024
Added 16.89%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
659,969
shares
|
$27.8 Million
5.63% of portfolio
|
Q2 2024
Added 3427.36%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
626,158
shares
|
$26.3 Million
0.15% of portfolio
|
Q2 2024
Added 23.31%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
623,186
shares
|
$26.2 Million
0.01% of portfolio
|
Q2 2024
Added 107.04%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
494,212
shares
|
$20.8 Million
0.01% of portfolio
|
Q2 2024
Added 125.37%
|
|
Kfa Private Wealth Group, LLC
|
Aug 07, 2024 Q2 2024 |
443,960
shares
|
$18.7 Million
9.75% of portfolio
|
Q2 2024
Added 392.91%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
353,630
shares
|
$14.9 Million
0.06% of portfolio
|
Q2 2024
Added 21.3%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
352,055
shares
|
$14.8 Million
0.31% of portfolio
|
Q2 2024
Added 6.51%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
299,009
shares
|
$12.6 Million
1.45% of portfolio
|
Q2 2024
Added 0.31%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
296,061
shares
|
$12.4 Million
0.56% of portfolio
|
Q2 2024
Added 0.01%
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2024 Q2 2024 |
279,722
shares
|
$11.8 Million
8.99% of portfolio
|
Q2 2024
New holding
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
217,876
shares
|
$9.16 Million
0.01% of portfolio
|
Q2 2024
Added 16.52%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
203,419
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2024
Added 144.99%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
201,146
shares
|
$8.46 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
183,606
shares
|
$7.72 Million
0.02% of portfolio
|
Q2 2024
Added 88.47%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
175,097
shares
|
$7.36 Million
0.05% of portfolio
|
Q2 2024
Added 34.71%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
167,450
shares
|
$7.04 Million
0.02% of portfolio
|
Q2 2024
Added 2172.36%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
166,725
shares
|
$7.01 Million
1.14% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
163,346
shares
|
$6.87 Million
0.01% of portfolio
|
Q2 2024
Added 9.16%
|