Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
521+ 221.7% |
$18.3K - $25.1K
|
756
$39K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
510+ 2.34% |
$17.9K - $24.6K
|
22.3K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$17.6K - $24.1K
|
500
$25.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
497+ 5.01% |
$17.5K - $24K
|
10.4K
$537K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
491New |
$17.2K - $23.7K
|
491
$25.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
450+ 6.38% |
$15.8K - $21.7K
|
7.5K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
417New |
$14.6K - $20.1K
|
417
$21.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400New |
$14K - $19.3K
|
400
$20.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
127+ 2.55% |
$4.46K - $6.13K
|
5.11K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
80+ 0.08% |
$2.81K - $3.86K
|
105K
$5.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
68New |
$2.39K - $3.28K
|
68
$3.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
66New |
$2.32K - $3.18K
|
66
$3.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
40+ 0.6% |
$1.4K - $1.93K
|
6.75K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
13New |
$457 - $627
|
13
$670
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7+ 0.33% |
$246 - $338
|
2.11K
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.35% |
$246 - $338
|
511
$26.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-38- 2.31% |
$1.33K - $1.83K
|
1.61K
$82.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-80- 1.27% |
$2.81K - $3.86K
|
6.2K
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-149- 1.87% |
$5.23K - $7.19K
|
7.8K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-154- 0.49% |
$5.41K - $7.43K
|
31K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-160- 0.98% |
$5.62K - $7.72K
|
16.2K
$835K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-183- 1.02% |
$6.43K - $8.83K
|
17.7K
$914K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-189- 34.05% |
$6.64K - $9.12K
|
366
$18.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-193- 39.15% |
$6.78K - $9.31K
|
300
$15.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 2.92% |
$7.02K - $9.65K
|
6.65K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-231- 27.83% |
$8.11K - $11.1K
|
599
$30.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-300- 2.98% |
$10.5K - $14.5K
|
9.76K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-435- 25.97% |
$15.3K - $21K
|
1.24K
$63.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-483- 9.1% |
$17K - $23.3K
|
4.83K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-606- 0.53% |
$21.3K - $29.2K
|
113K
$5.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-650- 3.61% |
$22.8K - $31.4K
|
17.4K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-903- 4.62% |
$31.7K - $43.6K
|
18.6K
$961K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-967- 13.13% |
$34K - $46.6K
|
6.4K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.09K- 14.46% |
$38.1K - $52.3K
|
6.42K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.15K- 3.21% |
$40.2K - $55.2K
|
34.5K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.47K- 5.44% |
$51.6K - $70.8K
|
25.5K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.51K- 93.48% |
$52.9K - $72.6K
|
105
$5.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.63K- 3.65% |
$57.4K - $78.8K
|
43.2K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.77K- 0.8% |
$62.3K - $85.6K
|
220K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.39K- 1.49% |
$84K - $115K
|
159K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.54K- 11.04% |
$89.3K - $123K
|
20.5K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.85K- 39.85% |
$100K - $137K
|
4.3K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3K- 1.06% |
$105K - $145K
|
279K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-3.17K- 9.44% |
$111K - $153K
|
30.3K
$1.56M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.5K- 6.2% |
$123K - $169K
|
52.9K
$2.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.89K- 26.34% |
$172K - $236K
|
13.7K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.34K- 11.87% |
$223K - $306K
|
47.1K
$2.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.8K- 27.18% |
$378K - $519K
|
28.8K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-12.3K- 17.48% |
$433K - $595K
|
58.2K
$3M
|