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 108 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $586 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
6,850
shares
|
$294,207
0.02% of portfolio
|
Q1 2024
Added 11.38%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
6,602
shares
|
$283,555
0.0% of portfolio
|
Q1 2024
New holding
|
|
Proficio Capital Partners LLC
Newton, MA |
May 02, 2024 Q1 2024 |
6,589
shares
|
$282,997
0.03% of portfolio
|
Q4 2023
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,277
shares
|
$269,597
0.01% of portfolio
|
Q1 2024
Reduced 14.55%
|
|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
6,120
shares
|
$262,854
0.05% of portfolio
|
Q1 2024
New holding
|
|
17 Capital Partners, LLC
|
Apr 11, 2024 Q1 2024 |
5,944
shares
|
$255,294
0.17% of portfolio
|
Q1 2024
New holding
|
|
Mwa Asset Management
Lexington, MA |
May 08, 2024 Q1 2024 |
5,570
shares
|
$239,231
0.16% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,224
shares
|
$181,420
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
Vestor Capital, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
3,922
shares
|
$168,449
0.01% of portfolio
|
Q4 2023
Reduced 47.0%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
3,748
shares
|
$160,976
0.0% of portfolio
|
Q1 2024
Reduced 38.29%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
3,500
shares
|
$150,325
0.01% of portfolio
|
Q3 2023
Added 250.0%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,367
shares
|
$101,662
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
2,267
shares
|
$97,367
0.04% of portfolio
|
Q4 2023
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 10, 2024 Q1 2024 |
1,786
shares
|
$76,708
0.04% of portfolio
|
Q1 2024
Added 32.99%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,260
shares
|
$54,117
0.02% of portfolio
|
Q1 2023
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
825
shares
|
$35,433
0.0% of portfolio
|
Q4 2023
Added 0.86%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$27,488
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
490
shares
|
$21,045
0.0% of portfolio
|
Q1 2024
Reduced 23.44%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
457
shares
|
$19,628
0.0% of portfolio
|
Q4 2023
Reduced 39.31%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
400
shares
|
$17,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
305
shares
|
$13,099
0.01% of portfolio
|
Q1 2024
Added 23.48%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
281
shares
|
$12,068
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
235
shares
|
$10,093
0.0% of portfolio
|
Q3 2023
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
201
shares
|
$8,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
200
shares
|
$8,590
0.0% of portfolio
|
Q1 2024
New holding
|