Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q4 2025. 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 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
123K+ 29.79% |
$6.4M - $6.91M
|
534K
$28.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83.7K+ 9.37% |
$4.38M - $4.72M
|
977K
$52.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.2K+ 5.48% |
$1.21M - $1.31M
|
447K
$23.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.9K+ 76.73% |
$726K - $783K
|
32K
$1.71M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
10.4K+ 14.81% |
$543K - $585K
|
80.5K
$4.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
6.37KNew |
$333K - $359K
|
6.37K
$341K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.76KNew |
$301K - $325K
|
5.76K
$308K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.48K+ 7.86% |
$287K - $309K
|
75.3K
$4.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
987+ 0.82% |
$51.6K - $55.7K
|
122K
$6.51M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-223- 0.16% |
$11.7K - $12.6K
|
135K
$7.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-4.11K- 4.81% |
$215K - $232K
|
81.2K
$4.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.89K- 0.12% |
$464K - $501K
|
7.17M
$384M
|
|