Hbw Advisory Services LLC Fidelity Covington Tr Blue Chi Transaction History

Hbw Advisory Services LLC

$634 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 15, 2021	SELL	$28.42 - $32.6 $7 Million - $8.03 Million	-246,180 Closed	0 $0
Q1 2021 Apr 13, 2021	BUY	$27.72 - $31.7 $6.82 Million - $7.8 Million	246,180 New	246,180 $7.2 Million

Others Institutions Holding FBCG

# of Institutions

186

Shares Held

43.9M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$311 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.19M
Shares

$231 Million
6.25% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$208 Million
4.45% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$83.4 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$73.5 Million
0.18% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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