Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.67KNew |
$196K - $226K
|
4.67K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.63KNew |
$195K - $224K
|
4.63K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$193K - $221K
|
4.58K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$189K - $218K
|
4.5K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.19K+ 20.89% |
$176K - $202K
|
24.2K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74K+ 6.9% |
$157K - $181K
|
57.9K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.3K+ 100.88% |
$96.9K - $111K
|
4.59K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.09K+ 14.57% |
$87.7K - $101K
|
16.4K
$777K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 2.2% |
$86.7K - $99.6K
|
95.5K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.05KNew |
$86.2K - $99K
|
2.05K
$97.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.71KNew |
$72K - $82.7K
|
1.71K
$81.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.85% |
$65.6K - $75.3K
|
185K
$8.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.47K+ 6.36% |
$61.9K - $71.1K
|
24.6K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
941New |
$39.6K - $45.5K
|
941
$44.6K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
913+ 9.03% |
$38.4K - $44.1K
|
11K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
898+ 1.93% |
$37.8K - $43.4K
|
47.5K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
888+ 9.02% |
$37.3K - $42.9K
|
10.7K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
491+ 6.85% |
$20.6K - $23.7K
|
7.66K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
490+ 1.11% |
$20.6K - $23.7K
|
44.7K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
338+ 1.02% |
$14.2K - $16.3K
|
33.6K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
311+ 3.57% |
$13.1K - $15K
|
9.01K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
272+ 28.97% |
$11.4K - $13.1K
|
1.21K
$57.4K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
250New |
$10.5K - $12.1K
|
250
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
173+ 0.49% |
$7.27K - $8.36K
|
35.5K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
155New |
$6.52K - $7.49K
|
155
$7.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
152+ 0.57% |
$6.39K - $7.34K
|
26.7K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114New |
$4.79K - $5.51K
|
114
$5.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 0.11% |
$799 - $918
|
17.2K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
17+ 0.12% |
$715 - $821
|
14.6K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16+ 0.15% |
$673 - $773
|
10.9K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5+ 0.03% |
$210 - $242
|
15.3K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.06% |
$42.1 - $48.3
|
1.65K
$78.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 0.9% |
$4.67K - $5.36K
|
12.2K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-149- 0.79% |
$6.27K - $7.2K
|
18.7K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-290- 5.54% |
$12.2K - $14K
|
4.94K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 0.4% |
$18.9K - $21.7K
|
113K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.17K- 1.79% |
$49.2K - $56.5K
|
64.3K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.56K- 1.54% |
$65.5K - $75.2K
|
99.5K
$4.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.6K- 10.78% |
$67.2K - $77.2K
|
13.2K
$627K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.63K- 17.08% |
$68.3K - $78.5K
|
7.89K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.88K- 3.31% |
$163K - $188K
|
114K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.67K- 32.75% |
$197K - $226K
|
9.6K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.31K- 9.33% |
$307K - $353K
|
71K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.5K- 49.16% |
$1.32M - $1.52M
|
32.6K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-39.4K- 14.42% |
$1.66M - $1.9M
|
234K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-89.2K- 5.04% |
$3.75M - $4.31M
|
1.68M
$79.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-310K- 97.84% |
$13M - $15M
|
6.84K
$324K
|