Latest Institutional Purchases of Fidelity Covington Tr Blue Chi (FBCG)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.6K+ 5.61% |
$76.4K - $86.8K
|
30.1K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.55K+ 12.23% |
$74K - $84K
|
14.2K
$761K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.54K+ 1.29% |
$73.6K - $83.6K
|
121K
$6.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
1.49K+ 1.17% |
$71.2K - $80.9K
|
129K
$6.92M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
1.36K+ 1.99% |
$65K - $73.8K
|
69.9K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.35K+ 1.66% |
$64.3K - $73K
|
82.5K
$4.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.25K+ 208.35% |
$59.6K - $67.7K
|
1.85K
$98.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.09K+ 17.51% |
$51.8K - $58.9K
|
7.28K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
798+ 2.57% |
$38.1K - $43.3K
|
31.8K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
650+ 1.23% |
$31K - $35.3K
|
53.5K
$2.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 0.88% |
$29.2K - $33.1K
|
69.8K
$3.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
549+ 5.62% |
$26.2K - $29.8K
|
10.3K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
509+ 1.69% |
$24.3K - $27.6K
|
30.6K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
496New |
$23.7K - $26.9K
|
496
$26.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
476New |
$22.7K - $25.8K
|
476
$25.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
409New |
$19.5K - $22.2K
|
409
$21.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
333New |
$15.9K - $18.1K
|
333
$17.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
307+ 0.83% |
$14.7K - $16.7K
|
37.2K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
300+ 1.85% |
$14.3K - $16.3K
|
16.5K
$883K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
240New |
$11.5K - $13K
|
240
$12.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
201New |
$9.6K - $10.9K
|
201
$10.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
188+ 1.06% |
$8.98K - $10.2K
|
17.9K
$959K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
174New |
$8.31K - $9.44K
|
174
$9.31K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.79% |
$4.78K - $5.42K
|
12.7K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
62+ 1.28% |
$2.96K - $3.36K
|
4.89K
$262K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.13% |
$1.86K - $2.12K
|
30.4K
$1.63M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22+ 12.22% |
$1.05K - $1.19K
|
202
$10.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
20New |
$955 - $1.08K
|
20
$1.07K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.03% |
$621 - $705
|
43.2K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7+ 0.01% |
$334 - $380
|
47.1K
$2.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4New |
$191 - $217
|
4
$214
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2+ 0.01% |
$95.5 - $108
|
17.2K
$921K
|
|
| Q2 2025 | |||||||
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
158KNew |
$5.54M - $7.61M
|
158K
$8.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.6K+ 21.23% |
$2.51M - $3.45M
|
409K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
56.9KNew |
$2M - $2.75M
|
56.9K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
21.6KNew |
$757K - $1.04M
|
21.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5KNew |
$508K - $698K
|
14.5K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 20.59% |
$495K - $680K
|
82.6K
$4.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.3KNew |
$397K - $545K
|
11.3K
$605K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2KNew |
$393K - $540K
|
11.2K
$599K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 35.63% |
$185K - $254K
|
20K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.45KNew |
$156K - $214K
|
4.45K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.73KNew |
$95.8K - $132K
|
2.73K
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 16.78% |
$72.3K - $99.4K
|
14.3K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
992+ 1.45% |
$34.8K - $47.9K
|
69.4K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
521+ 221.7% |
$18.3K - $25.1K
|
756
$40.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$17.6K - $24.1K
|
500
$26.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
491New |
$17.2K - $23.7K
|
491
$26.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
417New |
$14.6K - $20.1K
|
417
$22.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
127+ 2.55% |
$4.46K - $6.13K
|
5.11K
$274K
|
|