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 204 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
5,980
shares
|
$285,545
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,806
shares
|
$277,236
0.01% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
5,552
shares
|
$265,108
0.04% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,461
shares
|
$260,762
0.05% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,343
shares
|
$255,128
0.04% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,309
shares
|
$253,504
0.0% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,162
shares
|
$246,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,114
shares
|
$244,193
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,023
shares
|
$239,848
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,588
shares
|
$219,077
0.0% of portfolio
|
Q4 2024
Added 100.88%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,301
shares
|
$205,372
0.11% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
3,680
shares
|
$175,720
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,557
shares
|
$169,846
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,044
shares
|
$145,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,103
shares
|
$100,418
0.0% of portfolio
|
Q1 2025
Added 504.31%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,049
shares
|
$97,839
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,932
shares
|
$92,253
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,879
shares
|
$89,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,675
shares
|
$79,981
0.0% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,647
shares
|
$78,644
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,610
shares
|
$76,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,460
shares
|
$69,715
0.0% of portfolio
|
Q1 2025
Reduced 98.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,260
shares
|
$60,165
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
830
shares
|
$39,632
0.02% of portfolio
|
Q1 2025
Added 86.52%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$30,560
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|