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 $760 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
147,925
shares
|
$6.22 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
117,769
shares
|
$4.95 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
112,690
shares
|
$4.74 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
102,450
shares
|
$4.31 Million
1.25% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$4.3 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
101,827
shares
|
$4.28 Million
0.02% of portfolio
|
Q2 2024
Added 143.38%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
100,118
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$3.42 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
80,713
shares
|
$3.39 Million
0.11% of portfolio
|
Q2 2024
Added 19.48%
|
|
Traynor Capital Management, Inc.
|
Jul 24, 2024 Q2 2024 |
74,253
shares
|
$3.12 Million
0.24% of portfolio
|
Q2 2024
Reduced 16.9%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
70,734
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2024
Added 323.05%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
69,817
shares
|
$2.94 Million
1.0% of portfolio
|
Q2 2024
Added 15.46%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
65,428
shares
|
$2.75 Million
0.03% of portfolio
|
Q2 2024
Added 12.38%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
56,609
shares
|
$2.38 Million
0.12% of portfolio
|
Q2 2024
Added 12.93%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
56,263
shares
|
$2.37 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
54,990
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2024
Added 19.13%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
54,268
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2024
Added 2631.15%
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 15, 2024 Q2 2024 |
51,506
shares
|
$2.17 Million
0.56% of portfolio
|
Q2 2024
Added 46.61%
|
|
Win Advisors, Inc
|
Aug 02, 2024 Q2 2024 |
50,903
shares
|
$2.14 Million
0.98% of portfolio
|
Q2 2024
Reduced 86.88%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
49,924
shares
|
$2.1 Million
0.1% of portfolio
|
Q2 2024
Added 22.89%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
47,342
shares
|
$1.99 Million
0.14% of portfolio
|
Q2 2024
Added 9.24%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
47,272
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
44,556
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2024
Added 3.74%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
44,468
shares
|
$1.87 Million
0.23% of portfolio
|
Q2 2024
Added 9.36%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
43,500
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
New holding
|