Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
289,457
shares
|
$13.5 Million
0.17% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
263,030
shares
|
$12.3 Million
0.94% of portfolio
|
Q4 2024
Added 443.08%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$11.4 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
235,327
shares
|
$11 Million
1.22% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
235,177
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
233,933
shares
|
$10.9 Million
5.38% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
198,901
shares
|
$9.28 Million
1.31% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
195,189
shares
|
$9.11 Million
2.46% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
185,216
shares
|
$8.65 Million
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
182,255
shares
|
$8.51 Million
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
175,449
shares
|
$8.19 Million
0.02% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
161,347
shares
|
$7.53 Million
0.01% of portfolio
|
Q4 2024
Added 2895.67%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
150,101
shares
|
$7.01 Million
1.45% of portfolio
|
Q4 2024
Added 97.21%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
147,249
shares
|
$6.87 Million
0.71% of portfolio
|
Q4 2024
Added 196.04%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
124,131
shares
|
$5.79 Million
3.38% of portfolio
|
Q4 2024
Added 95.32%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
122,419
shares
|
$5.71 Million
1.4% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
118,489
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
117,178
shares
|
$5.47 Million
0.65% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
113,537
shares
|
$5.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
113,045
shares
|
$5.28 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
109,103
shares
|
$5.09 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$4.77 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
99,531
shares
|
$4.65 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
96,457
shares
|
$4.5 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
95,549
shares
|
$4.46 Million
0.14% of portfolio
|
Q4 2024
Added 2.2%
|