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 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$12K - $14.6K
|
300
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
289+ 3.77% |
$11.6K - $14.1K
|
7.95K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255+ 2.12% |
$10.2K - $12.4K
|
12.3K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
199New |
$7.95K - $9.69K
|
199
$8.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
142+ 0.97% |
$5.68K - $6.92K
|
14.8K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-40- 0.24% |
$1.6K - $1.95K
|
16.4K
$659K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-62- 0.05% |
$2.48K - $3.02K
|
113K
$4.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-128- 1.87% |
$5.12K - $6.23K
|
6.71K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-135- 27.55% |
$5.4K - $6.57K
|
355
$14.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 2.84% |
$7.99K - $9.74K
|
6.85K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-210- 2.85% |
$8.39K - $10.2K
|
7.15K
$288K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 62.32% |
$8.59K - $10.5K
|
130
$5.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-692- 3.72% |
$27.7K - $33.7K
|
17.9K
$721K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-702- 3.75% |
$28.1K - $34.2K
|
18K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-799- 0.88% |
$31.9K - $38.9K
|
90.1K
$3.63M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-832- 8.3% |
$33.3K - $40.5K
|
9.2K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-916- 2.61% |
$36.6K - $44.6K
|
34.2K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.62K- 12.2% |
$64.6K - $78.7K
|
11.6K
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 25.35% |
$91.8K - $112K
|
6.76K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.78K- 6.21% |
$111K - $135K
|
41.9K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.78K- 42.81% |
$231K - $281K
|
7.72K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-9.54K- 2.41% |
$381K - $465K
|
387K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.1K- 5.58% |
$525K - $640K
|
222K
$8.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 8.28% |
$580K - $707K
|
161K
$6.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-44.6K- 39.41% |
$1.78M - $2.17M
|
68.5K
$2.76M
|