Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCV)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 141.1% |
$440K - $498K
|
26K
$871K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309+ 6.46% |
$8.94K - $10.1K
|
5.09K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.13KNew |
$61.6K - $69.7K
|
2.13K
$71.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 57.74% |
$650K - $735K
|
16.4K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.7K- 28.05% |
$78.1K - $88.3K
|
6.92K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 56.03% |
$309K - $350K
|
8.39K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$292K - $331K
|
10.1K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-216- 3.8% |
$6.25K - $7.07K
|
5.47K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.48K- 26.36% |
$71.7K - $81.1K
|
6.92K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
151New |
$4.37K - $4.94K
|
151
$5.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
524+ 145.15% |
$15.2K - $17.2K
|
885
$29.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
10.4KNew |
$300K - $339K
|
10.4K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-818- 74.5% |
$23.7K - $26.8K
|
280
$9.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
40+ 0.63% |
$1.16K - $1.31K
|
6.34K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42K- 15.04% |
$41.1K - $46.5K
|
8.03K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.99KNew |
$260K - $294K
|
8.99K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2K+ 44.39% |
$296K - $335K
|
33.3K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.7K- 61.88% |
$889K - $1.01M
|
18.9K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 0.43% |
$53.6K - $60.6K
|
428K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
80New |
$2.32K - $2.62K
|
80
$2.68K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
355New |
$10.3K - $11.6K
|
355
$11.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-179Closed |
$5.18K - $5.86K
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1K- 26.93% |
$322K - $364K
|
30.2K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.71K+ 47.72% |
$194K - $220K
|
20.8K
$696K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60+ 0.48% |
$1.74K - $1.96K
|
12.6K
$423K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-243- 1.18% |
$7.03K - $7.96K
|
20.4K
$683K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54New |
$1.56K - $1.77K
|
54
$1.81K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-503- 3.15% |
$14.6K - $16.5K
|
15.5K
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.95KNew |
$114K - $129K
|
3.95K
$132K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
439+ 11.89% |
$12.7K - $14.4K
|
4.13K
$138K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.36% |
$31 - $32.7
|
276
$9.25K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
403New |
$12.5K - $13.2K
|
403
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 20.07% |
$74.9K - $79K
|
9.62K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
51+ 0.05% |
$1.58K - $1.67K
|
93.3K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8KNew |
$521K - $550K
|
16.8K
$563K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3K+ 12.16% |
$93K - $98.1K
|
27.7K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.47% |
$31 - $32.7
|
69
$2.31K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
178KNew |
$5.61M - $6.08M
|
178K
$5.98M
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8KNew |
$352K - $386K
|
11.8K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400New |
$11.9K - $13.1K
|
400
$13.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$207K - $218K
|
7.02K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
270New |
$7.97K - $8.38K
|
270
$9.05K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
87.2KNew |
$2.57M - $2.71M
|
87.2K
$2.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$29.5K - $31.1K
|
1K
$33.5K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
108New |
$3.1K - $3.37K
|
108
$3.62K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-335- 3.13% |
$9.6K - $10.5K
|
10.4K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
80New |
$2.29K - $2.5K
|
80
$2.68K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 30.39% |
$78.6K - $85.6K
|
11.8K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
716+ 0.64% |
$20.5K - $22.3K
|
113K
$3.79M
|
|