Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q4 2024. 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 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.58MNew |
$235M - $270M
|
5.58M
$265M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.3MNew |
$223M - $256M
|
5.3M
$252M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28M+ 172.66% |
$222M - $255M
|
8.34M
$395M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
426KNew |
$17.9M - $20.6M
|
426K
$20.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
396KNew |
$16.7M - $19.1M
|
396K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
396KNew |
$16.7M - $19.1M
|
396K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
362K+ 19.35% |
$15.2M - $17.5M
|
2.23M
$106M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
310K+ 4703.69% |
$13M - $15M
|
317K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215K+ 443.08% |
$9.02M - $10.4M
|
263K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
156K+ 2895.67% |
$6.56M - $7.53M
|
161K
$7.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136K+ 44.13% |
$5.71M - $6.56M
|
443K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 35.23% |
$5.08M - $5.84M
|
464K
$22M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
115K+ 27.53% |
$4.85M - $5.57M
|
534K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
110K+ 14.9% |
$4.64M - $5.33M
|
850K
$40.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
109KNew |
$4.59M - $5.27M
|
109K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
103K+ 29.62% |
$4.31M - $4.95M
|
449K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
96.5KNew |
$4.06M - $4.66M
|
96.5K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.1K+ 5.08% |
$4M - $4.59M
|
1.97M
$93.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
91.4KNew |
$3.84M - $4.42M
|
91.4K
$4.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
81.7KNew |
$3.43M - $3.95M
|
81.7K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
74K+ 97.21% |
$3.11M - $3.57M
|
150K
$7.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
70.1KNew |
$2.95M - $3.39M
|
70.1K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
62.6KNew |
$2.63M - $3.02M
|
62.6K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60.6K+ 95.32% |
$2.55M - $2.93M
|
124K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.1K+ 14.05% |
$2.32M - $2.66M
|
447K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
49.2KNew |
$2.07M - $2.38M
|
49.2K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.4KNew |
$1.95M - $2.24M
|
46.4K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.9KNew |
$1.89M - $2.17M
|
44.9K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.83M - $2.1M
|
43.5K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.9K+ 18.63% |
$1.55M - $1.78M
|
235K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
35.1KNew |
$1.48M - $1.7M
|
35.1K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9K+ 11.08% |
$1.34M - $1.54M
|
319K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.1K+ 89.91% |
$1.31M - $1.5M
|
65.7K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.5KNew |
$1.2M - $1.38M
|
28.5K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$1.08M - $1.24M
|
25.7K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21KNew |
$881K - $1.01M
|
21K
$994K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20.4K+ 43.47% |
$856K - $983K
|
67.2K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.9K+ 94.9% |
$793K - $911K
|
38.7K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
17.6K+ 17.69% |
$741K - $851K
|
117K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.7K+ 24.87% |
$658K - $756K
|
78.6K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 8.76% |
$617K - $709K
|
182K
$8.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$526K - $604K
|
12.5K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$510K - $586K
|
12.1K
$575K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$506K - $581K
|
12K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
10.7K+ 2.47% |
$450K - $517K
|
443K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.7K+ 13.3% |
$449K - $516K
|
90.9K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10KNew |
$422K - $485K
|
10K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.06KNew |
$381K - $438K
|
9.06K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.02K+ 17.82% |
$379K - $436K
|
59.7K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.72K+ 13.28% |
$367K - $421K
|
74.3K
$3.53M
|