Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR BLUE CHI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
890K+ 16.78% |
$35.6M - $43.3M
|
6.19M
$250M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
231K+ 52.13% |
$9.23M - $11.3M
|
674K
$27.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
181K+ 34.0% |
$7.25M - $8.84M
|
715K
$28.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
175KNew |
$7M - $8.53M
|
175K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
158K+ 105.22% |
$6.31M - $7.69M
|
308K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 29.14% |
$5.21M - $6.34M
|
577K
$23.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
103KNew |
$4.11M - $5M
|
103K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 48.26% |
$3.05M - $3.71M
|
234K
$9.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
70.1KNew |
$2.8M - $3.41M
|
70.1K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45.3KNew |
$1.81M - $2.21M
|
45.3K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.5K+ 82.85% |
$1.54M - $1.87M
|
84.9K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 10.19% |
$1.46M - $1.78M
|
395K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
36KNew |
$1.44M - $1.75M
|
36K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
34.4K+ 146.22% |
$1.38M - $1.68M
|
58K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.3K+ 8.65% |
$1.37M - $1.67M
|
430K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.5K+ 6.35% |
$1.14M - $1.39M
|
477K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23.5K+ 34.99% |
$940K - $1.14M
|
90.7K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20.9KNew |
$837K - $1.02M
|
20.9K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
20.4K+ 190.47% |
$817K - $995K
|
31.2K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.8K+ 23.96% |
$753K - $917K
|
97.4K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.3K+ 18.39% |
$732K - $891K
|
118K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.9KNew |
$636K - $775K
|
15.9K
$642K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
12.7K+ 40.54% |
$509K - $620K
|
44.1K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.93KNew |
$397K - $484K
|
9.93K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 30.41% |
$312K - $381K
|
33.5K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
6.48K+ 5.53% |
$259K - $315K
|
124K
$4.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
5.98KNew |
$239K - $291K
|
5.98K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5.86K+ 7.17% |
$234K - $285K
|
87.5K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.54K+ 44.3% |
$222K - $270K
|
18.1K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.44KNew |
$217K - $265K
|
5.44K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.16KNew |
$206K - $251K
|
5.16K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.99KNew |
$199K - $243K
|
4.99K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.61K+ 11.9% |
$184K - $225K
|
43.4K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4K+ 58.57% |
$160K - $195K
|
10.8K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.79K+ 8.3% |
$112K - $136K
|
36.4K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.7K+ 5.68% |
$108K - $131K
|
50.2K
$2.02M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 16.31% |
$104K - $127K
|
18.6K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2K+ 22.44% |
$80K - $97.4K
|
10.9K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.97K+ 7.98% |
$78.8K - $96K
|
26.7K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.3K+ 25.34% |
$52K - $63.3K
|
6.43K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.05K+ 11.65% |
$42K - $51.1K
|
10.1K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 4.84% |
$36.1K - $44K
|
19.5K
$788K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 16.58% |
$30.4K - $37K
|
5.34K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
748+ 4.88% |
$29.9K - $36.4K
|
16.1K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 8.59% |
$22.3K - $27.2K
|
7.05K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 10.84% |
$21.3K - $26K
|
5.46K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
518New |
$20.7K - $25.2K
|
518
$20.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$19.4K - $23.6K
|
485
$19.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
329New |
$13.2K - $16K
|
329
$13.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$12K - $14.6K
|
300
$12.1K
|