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 150 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
54,195
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
51,300
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
50,639
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
49,740
shares
|
$2.37 Million
0.23% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
48,433
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Added 99.44%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
46,580
shares
|
$2.22 Million
0.23% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
44,877
shares
|
$2.14 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
44,775
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
44,725
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
40,569
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
35,319
shares
|
$1.68 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
35,101
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
34,585
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 244.51%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
33,283
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,317
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
30,797
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
28,507
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,316
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,441
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
26,706
shares
|
$1.27 Million
0.49% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
24,971
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24,938
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
24,694
shares
|
$1.18 Million
0.93% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
24,590
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
24,330
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.22%
|