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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,829
shares
|
$560,694
0.01% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
11,426
shares
|
$541,592
0.25% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,097
shares
|
$525,997
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
11,020
shares
|
$522,348
0.33% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
10,910
shares
|
$517,134
0.08% of portfolio
|
Q3 2024
Added 34.82%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,732
shares
|
$508,696
0.42% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,069
shares
|
$477,270
0.06% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
10,030
shares
|
$475,422
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,596
shares
|
$454,850
0.09% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
9,011
shares
|
$427,121
0.16% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
8,751
shares
|
$414,797
0.32% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
7,891
shares
|
$374,033
0.15% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,793
shares
|
$369,388
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,744
shares
|
$367,065
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,658
shares
|
$362,989
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,478
shares
|
$354,457
0.0% of portfolio
|
Q3 2024
Reduced 70.76%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
7,361
shares
|
$348,911
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,050
shares
|
$334,170
0.03% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,991
shares
|
$331,373
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,879
shares
|
$326,064
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,833
shares
|
$323,884
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
6,830
shares
|
$323,742
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,589
shares
|
$312,318
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,496
shares
|
$307,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,277
shares
|
$297,529
0.01% of portfolio
|
Q1 2024
Reduced 14.55%
|