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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
91,414
shares
|
$4.27 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
90,921
shares
|
$4.24 Million
1.2% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
82,672
shares
|
$3.86 Million
0.15% of portfolio
|
Q4 2024
Added 103.78%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
81,683
shares
|
$3.81 Million
3.62% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$3.79 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
78,605
shares
|
$3.67 Million
0.27% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
74,334
shares
|
$3.47 Million
0.54% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
71,032
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
70,135
shares
|
$3.27 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
67,176
shares
|
$3.14 Million
0.66% of portfolio
|
Q4 2024
Added 43.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
65,680
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 89.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
64,302
shares
|
$3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
62,594
shares
|
$2.92 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
59,662
shares
|
$2.79 Million
0.02% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
57,936
shares
|
$2.7 Million
0.11% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
57,855
shares
|
$2.7 Million
0.43% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
51,300
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
49,175
shares
|
$2.3 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
47,478
shares
|
$2.22 Million
0.25% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
46,414
shares
|
$2.17 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
46,110
shares
|
$2.15 Million
0.15% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
44,877
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
44,725
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
43,500
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
41,380
shares
|
$1.93 Million
0.16% of portfolio
|
Q4 2024
Added 310.96%
|