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 160 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
26,706
shares
|
$1.27 Million
0.49% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
25,697
shares
|
$1.22 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24,938
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
24,694
shares
|
$1.17 Million
0.93% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
24,590
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
24,330
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
21,108
shares
|
$1 Million
1.18% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,057
shares
|
$950,701
0.03% of portfolio
|
Q3 2024
Added 2514.99%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
18,731
shares
|
$887,849
0.6% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
18,597
shares
|
$881,497
0.3% of portfolio
|
Q4 2024
Added 44.21%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
17,206
shares
|
$815,564
0.52% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
16,500
shares
|
$782,100
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
16,395
shares
|
$777,123
0.45% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
15,971
shares
|
$757,025
0.18% of portfolio
|
Q4 2024
Added 110.53%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,418
shares
|
$730,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
15,319
shares
|
$726,120
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
14,620
shares
|
$692,988
0.37% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,179
shares
|
$672,084
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,803
shares
|
$654,262
0.0% of portfolio
|
Q3 2024
Added 190.83%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
13,243
shares
|
$627,718
0.05% of portfolio
|
Q4 2024
Added 121.86%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,216
shares
|
$626,438
0.04% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,702
shares
|
$602,074
0.0% of portfolio
|
Q3 2024
Added 39.83%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
12,512
shares
|
$593,068
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,242
shares
|
$580,270
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,022
shares
|
$569,842
0.05% of portfolio
|
Q4 2024
New holding
|