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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
7,891
shares
|
$368,351
0.15% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,658
shares
|
$357,475
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
7,361
shares
|
$343,611
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,310
shares
|
$341,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,065
shares
|
$329,794
0.02% of portfolio
|
Q4 2024
Added 909.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,050
shares
|
$329,094
0.03% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,991
shares
|
$326,339
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,879
shares
|
$321,111
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
6,842
shares
|
$319,384
0.03% of portfolio
|
Q4 2024
Reduced 97.84%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,833
shares
|
$318,964
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
6,830
shares
|
$318,824
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,496
shares
|
$303,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,277
shares
|
$293,010
0.01% of portfolio
|
Q1 2024
Reduced 14.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,986
shares
|
$279,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,309
shares
|
$247,824
0.0% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
5,299
shares
|
$247,357
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
5,130
shares
|
$239,468
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,940
shares
|
$230,599
0.15% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,715
shares
|
$220,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,670
shares
|
$217,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
4,634
shares
|
$216,315
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,588
shares
|
$214,167
0.0% of portfolio
|
Q4 2024
Added 100.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,583
shares
|
$213,934
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,503
shares
|
$210,200
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,680
shares
|
$171,782
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|