Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q4 2023. 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, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
984K+ 4890.6% |
$27.3M - $32.9M
|
1M
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
534K+ 1770.61% |
$14.8M - $17.9M
|
564K
$25M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332K+ 56.95% |
$9.21M - $11.1M
|
916K
$40.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166K+ 7022.62% |
$4.61M - $5.57M
|
169K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 854.81% |
$3.8M - $4.59M
|
153K
$6.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119K+ 367.34% |
$3.3M - $3.99M
|
151K
$6.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
102KNew |
$2.83M - $3.42M
|
102K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 85.45% |
$2.33M - $2.82M
|
183K
$8.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.3K+ 44.19% |
$2.31M - $2.79M
|
272K
$12.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
81.8KNew |
$2.27M - $2.74M
|
81.8K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.2K+ 19.85% |
$2.19M - $2.65M
|
478K
$21.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
76.9K+ 82.33% |
$2.13M - $2.58M
|
170K
$7.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.2K+ 90.38% |
$1.45M - $1.75M
|
110K
$4.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31KNew |
$859K - $1.04M
|
31K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8KNew |
$658K - $796K
|
23.8K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.6K+ 227.59% |
$461K - $557K
|
23.9K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
16.2K+ 69.92% |
$450K - $543K
|
39.4K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.2K+ 69.91% |
$450K - $543K
|
39.4K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.9K+ 24.06% |
$414K - $500K
|
77.1K
$3.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.6KNew |
$295K - $356K
|
10.6K
$472K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.33K+ 80.48% |
$259K - $312K
|
20.9K
$929K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.76KNew |
$243K - $293K
|
8.76K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.03KNew |
$223K - $269K
|
8.03K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.02K+ 29.37% |
$222K - $269K
|
35.3K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.83K+ 11.64% |
$217K - $262K
|
75.1K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.49K+ 17.13% |
$208K - $251K
|
51.2K
$2.27M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.43K+ 35.5% |
$206K - $249K
|
28.3K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.4KNew |
$205K - $248K
|
7.4K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.63KNew |
$184K - $222K
|
6.63K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.59KNew |
$183K - $221K
|
6.59K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.36K+ 2.22% |
$176K - $213K
|
293K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.3KNew |
$175K - $211K
|
6.3K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.07KNew |
$168K - $203K
|
6.07K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.73K+ 9.5% |
$159K - $192K
|
66K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 2.84% |
$147K - $178K
|
193K
$8.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.5K+ 48.03% |
$96.9K - $117K
|
10.8K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
2.6K+ 24.16% |
$72K - $87K
|
13.4K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.48K+ 6.24% |
$68.6K - $82.9K
|
42.1K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.33KNew |
$64.5K - $77.9K
|
2.33K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.27KNew |
$62.8K - $75.9K
|
2.27K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.18K+ 65.6% |
$60.4K - $72.9K
|
5.5K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.55KNew |
$43K - $51.9K
|
1.55K
$68.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 1.31% |
$32.4K - $39.1K
|
90.1K
$4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.15K+ 4.21% |
$31.7K - $38.3K
|
28.4K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.1K+ 9.44% |
$30.5K - $36.8K
|
12.8K
$566K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 20.59% |
$29.1K - $35.2K
|
6.15K
$273K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
920+ 20.1% |
$25.5K - $30.8K
|
5.5K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
803New |
$22.3K - $26.9K
|
803
$35.6K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
750+ 1.62% |
$20.8K - $25.1K
|
46.9K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
724New |
$20.1K - $24.2K
|
724
$32.1K
|