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 160 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$11.6 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
233,933
shares
|
$11.1 Million
5.38% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
198,245
shares
|
$9.4 Million
0.06% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
195,189
shares
|
$9.25 Million
2.46% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
193,349
shares
|
$9.16 Million
1.15% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
183,657
shares
|
$8.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.67%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
175,449
shares
|
$8.32 Million
0.02% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
167,572
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
150,101
shares
|
$7.11 Million
1.45% of portfolio
|
Q4 2024
Added 97.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
118,489
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
118,393
shares
|
$5.61 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
117,178
shares
|
$5.55 Million
0.65% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
113,537
shares
|
$5.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
113,045
shares
|
$5.36 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$4.85 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
99,531
shares
|
$4.72 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
93,488
shares
|
$4.43 Million
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
81,683
shares
|
$3.87 Million
3.62% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$3.85 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
80,246
shares
|
$3.8 Million
1.02% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
78,605
shares
|
$3.73 Million
0.27% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,344
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
67,176
shares
|
$3.18 Million
0.66% of portfolio
|
Q4 2024
Added 43.47%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
65,617
shares
|
$3.11 Million
0.47% of portfolio
|
Q3 2024
Added 420.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
64,302
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|