Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
133K+ 245.92% |
$4.26M - $4.85M
|
188K
$8.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
126KNew |
$4.03M - $4.59M
|
126K
$5.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
123K+ 1090.1% |
$3.95M - $4.49M
|
135K
$6.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96K+ 141.13% |
$3.07M - $3.49M
|
164K
$7.63M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
61.6KNew |
$1.97M - $2.24M
|
61.6K
$2.87M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
37KNew |
$1.18M - $1.35M
|
37K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.7KNew |
$628K - $715K
|
19.7K
$915K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.5K+ 26.11% |
$623K - $710K
|
94.2K
$4.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
18.6KNew |
$595K - $677K
|
18.6K
$866K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.9KNew |
$381K - $434K
|
11.9K
$555K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10.7KNew |
$343K - $391K
|
10.7K
$500K
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9.24KNew |
$295K - $336K
|
9.24K
$430K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.4KNew |
$269K - $306K
|
8.4K
$391K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.32KNew |
$266K - $303K
|
8.32K
$387K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.09KNew |
$227K - $258K
|
7.09K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.06KNew |
$194K - $221K
|
6.06K
$282K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.92KNew |
$189K - $215K
|
5.92K
$276K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.86KNew |
$123K - $141K
|
3.86K
$180K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.95K+ 19.06% |
$94.2K - $107K
|
18.4K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.31K+ 6.56% |
$73.8K - $84K
|
37.5K
$1.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.12K+ 8.07% |
$67.8K - $77.1K
|
28.4K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 2.19% |
$36.9K - $42K
|
53.8K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
582+ 68.55% |
$18.6K - $21.2K
|
1.43K
$66.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
263+ 1.62% |
$8.41K - $9.57K
|
16.5K
$769K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
229New |
$7.32K - $8.34K
|
229
$10.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
221+ 2.73% |
$7.07K - $8.04K
|
8.3K
$386K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 8.33% |
$32 - $36.4
|
13
$605
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.02% |
$128 - $146
|
17.3K
$806K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 1.22% |
$480 - $546
|
1.21K
$56.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-235- 62.5% |
$7.52K - $8.55K
|
141
$6.56K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-450Closed |
$14.4K - $16.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-632- 1.7% |
$20.2K - $23K
|
36.5K
$1.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-707- 0.21% |
$22.6K - $25.7K
|
332K
$15.4M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-800Closed |
$25.6K - $29.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.63K- 11.6% |
$52.2K - $59.4K
|
12.4K
$579K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.12K- 59.1% |
$196K - $223K
|
4.24K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.88KClosed |
$252K - $287K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.07K- 45.88% |
$290K - $330K
|
10.7K
$498K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-11KClosed |
$352K - $400K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.4K- 10.76% |
$494K - $562K
|
128K
$5.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1KClosed |
$547K - $623K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-20.3KClosed |
$648K - $737K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40.9K- 50.35% |
$1.31M - $1.49M
|
40.3K
$1.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.4K- 27.84% |
$1.32M - $1.51M
|
107K
$4.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-50.5KClosed |
$1.62M - $1.84M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-337K- 60.79% |
$10.8M - $12.3M
|
218K
$10.1M
|