Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.02M+ 116774.74% |
$41.5M - $47.3M
|
2.02M
$89.7M
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
316K+ 846.42% |
$6.49M - $7.39M
|
353K
$15.7M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
284KNew |
$5.83M - $6.65M
|
284K
$12.6M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
136K+ 70.27% |
$2.79M - $3.18M
|
329K
$14.6M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
103KNew |
$2.12M - $2.41M
|
103K
$4.57M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.1K+ 2798.19% |
$1.58M - $1.81M
|
79.8K
$3.54M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.9KNew |
$963K - $1.1M
|
46.9K
$2.08M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.7KNew |
$795K - $906K
|
38.7K
$1.72M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.7KNew |
$795K - $906K
|
38.7K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36.8K+ 139.38% |
$756K - $862K
|
63.2K
$2.8M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.1K+ 7.8% |
$577K - $658K
|
388K
$17.2M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20.4KNew |
$420K - $479K
|
20.4K
$906K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
20K+ 14170.92% |
$411K - $468K
|
20.1K
$893K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.3K+ 35.99% |
$334K - $381K
|
61.5K
$2.73M
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12KNew |
$247K - $282K
|
12K
$534K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.9KNew |
$244K - $278K
|
11.9K
$527K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$206K - $235K
|
10K
$444K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.84K+ 7.38% |
$202K - $230K
|
143K
$6.35M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.5K+ 46.49% |
$113K - $129K
|
17.3K
$769K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.03K+ 32.83% |
$103K - $118K
|
20.3K
$902K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.93K+ 35.78% |
$101K - $115K
|
18.7K
$829K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.74K+ 35.54% |
$76.8K - $87.6K
|
14.3K
$633K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.39K+ 120.7% |
$69.6K - $79.4K
|
6.2K
$275K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27KNew |
$46.5K - $53.1K
|
2.27K
$101K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.67K+ 14.84% |
$34.3K - $39.1K
|
12.9K
$573K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
434+ 0.18% |
$8.92K - $10.2K
|
236K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
396New |
$8.14K - $9.28K
|
396
$17.6K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
192+ 1.69% |
$3.95K - $4.5K
|
11.6K
$513K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
176New |
$3.62K - $4.12K
|
176
$7.81K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
160New |
$3.29K - $3.75K
|
160
$7.1K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129New |
$2.65K - $3.02K
|
129
$5.73K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$20.6 - $23.4
|
1
$44.4
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-313- 24.68% |
$6.43K - $7.33K
|
955
$42.4K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-465- 42.66% |
$9.56K - $10.9K
|
625
$27.7K
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-827- 2.44% |
$17K - $19.4K
|
33K
$1.47M
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.38K- 6.66% |
$28.3K - $32.2K
|
19.3K
$855K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.66K- 13.13% |
$54.6K - $62.2K
|
17.6K
$780K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.52K- 17.19% |
$92.8K - $106K
|
21.8K
$966K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.66K- 15.59% |
$178K - $203K
|
46.9K
$2.08M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 8.4% |
$257K - $293K
|
136K
$6.06M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 61.12% |
$317K - $362K
|
9.83K
$436K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-33.2K- 32.6% |
$682K - $777K
|
68.6K
$3.04M
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-62.3K- 53.96% |
$1.28M - $1.46M
|
53.2K
$2.36M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-67.6KClosed |
$1.39M - $1.58M
|
0
$0
|