Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
702K+ 34.34% |
$25.1M - $30.1M
|
2.75M
$122M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
641K+ 3427.36% |
$22.9M - $27.5M
|
660K
$29.4M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
354K+ 392.91% |
$12.7M - $15.2M
|
444K
$19.8M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
336K+ 32.72% |
$12M - $14.4M
|
1.36M
$60.8M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
322K+ 107.04% |
$11.5M - $13.8M
|
623K
$27.8M
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
280KNew |
$10M - $12M
|
280K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
275K+ 125.37% |
$9.83M - $11.8M
|
494K
$22M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230K+ 23.74% |
$8.22M - $9.85M
|
1.2M
$53.4M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
160K+ 2172.36% |
$5.72M - $6.86M
|
167K
$7.47M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
148KNew |
$5.29M - $6.34M
|
148K
$6.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 144.99% |
$4.3M - $5.16M
|
203K
$9.07M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 23.31% |
$4.23M - $5.07M
|
626K
$27.9M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 9.93% |
$4.03M - $4.83M
|
1.25M
$55.7M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
113KNew |
$4.03M - $4.83M
|
113K
$5.02M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
99K+ 16.89% |
$3.54M - $4.24M
|
685K
$30.5M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.2K+ 88.47% |
$3.08M - $3.69M
|
184K
$8.19M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1K+ 21.3% |
$2.22M - $2.66M
|
354K
$15.8M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
60K+ 143.38% |
$2.14M - $2.57M
|
102K
$4.54M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
55.3KNew |
$1.98M - $2.37M
|
55.3K
$2.46M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54K+ 323.05% |
$1.93M - $2.31M
|
70.7K
$3.15M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
52.3K+ 2631.15% |
$1.87M - $2.24M
|
54.3K
$2.42M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.1K+ 34.71% |
$1.61M - $1.93M
|
175K
$7.81M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.56M - $1.86M
|
43.5K
$1.94M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
42.5KNew |
$1.52M - $1.82M
|
42.5K
$1.89M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.9K+ 16.52% |
$1.1M - $1.32M
|
218K
$9.72M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24.3KNew |
$868K - $1.04M
|
24.3K
$1.08M
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
24.2KNew |
$865K - $1.04M
|
24.2K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23.9K+ 1055.89% |
$856K - $1.03M
|
26.2K
$1.17M
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
21.9KNew |
$784K - $940K
|
21.9K
$978K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.5K+ 6.51% |
$769K - $921K
|
352K
$15.7M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
21.5K+ 74.8% |
$767K - $919K
|
50.1K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$703K - $843K
|
19.7K
$877K
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
18.9KNew |
$675K - $809K
|
18.9K
$842K
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16.4K+ 46.61% |
$585K - $701K
|
51.5K
$2.3M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.4KNew |
$550K - $659K
|
15.4K
$686K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 137.18% |
$494K - $592K
|
23.9K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 9.16% |
$490K - $587K
|
163K
$7.28M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 19.48% |
$471K - $564K
|
80.7K
$3.6M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$451K - $540K
|
12.6K
$562K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.2KNew |
$436K - $523K
|
12.2K
$544K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.7KNew |
$419K - $502K
|
11.7K
$522K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.6K+ 60.2% |
$379K - $454K
|
28.2K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$367K - $440K
|
10.3K
$458K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10KNew |
$359K - $430K
|
10K
$448K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.35K+ 15.46% |
$334K - $400K
|
69.8K
$3.11M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.3K+ 22.89% |
$332K - $398K
|
49.9K
$2.23M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.08KNew |
$325K - $389K
|
9.08K
$405K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.83K+ 19.13% |
$316K - $378K
|
55K
$2.45M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
8.7KNew |
$311K - $373K
|
8.7K
$388K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.09KNew |
$289K - $347K
|
8.09K
$361K
|