Clear Investment Research, LLC Fidelity Covington Tr Blue Chi Transaction History

Clear Investment Research, LLC

$74.1 Million
Q3 2025

A detailed history of Clear Investment Research, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Clear Investment Research, LLC holds 24,994 shares of FBCG stock, worth $1.34 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

24,994

Previous 22,284 12.16%

Holding current value

$1.34 Million

Previous $1.07 Million 24.86%

% of portfolio

1.81%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$47.75 - $54.24 $129,402 - $146,990	2,710 Added 12.16%	24,994 $1.34 Million
Q2 2025 Aug 04, 2025	BUY	$35.12 - $48.24 $17,911 - $24,602	510 Added 2.34%	22,284 $1.07 Million
Q1 2025 May 09, 2025	BUY	$39.97 - $48.7 $77,341 - $94,234	1,935 Added 9.75%	21,774 $870,000
Q4 2024 Feb 11, 2025	SELL	$42.05 - $48.31 $53,361 - $61,305	-1,269 Reduced 6.01%	19,839 $917,000
Q3 2024 Nov 12, 2024	BUY	$37.45 - $44.25 $90,029 - $106,377	2,404 Added 12.85%	21,108 $902,000

Q2 2024 Aug 08, 2024	BUY	$35.75 - $42.83 $154,976 - $185,668	4,335 Added 30.17%	18,704 $793,000
Q1 2024 May 02, 2024	BUY	$32.19 - $38.84 $439,232 - $529,971	13,645 Added 1884.67%	14,369 $552,000
Q4 2023 Feb 12, 2024	BUY	$27.71 - $33.48 $20,062 - $24,239	724 New	724 $24,000

Others Institutions Holding FBCG

# of Institutions

232

Shares Held

53.7M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Clear Investment Research, LLC Fidelity Covington Tr Blue Chi Transaction History