Institutional Ownership Fidelity Covington Tr Blue Chi (FBCV)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCV). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 784,204 shares, which have been reported (via 13F filing form) to have a value of $24.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
430,970
shares
|
$13.3 Million
0.02% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
93,225
shares
|
$2.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
49,670
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
41,318
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 114.34%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
24,666
shares
|
$761,932
0.0% of portfolio
|
Q4 2024
Added 105.55%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
20,628
shares
|
$637,198
0.0% of portfolio
|
Q1 2025
Added 116.84%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
15,955
shares
|
$492,849
0.0% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,050
shares
|
$434,004
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,828
shares
|
$396,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
12,554
shares
|
$387,793
0.01% of portfolio
|
Q1 2025
Added 725.92%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,035
shares
|
$371,761
0.0% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,768
shares
|
$363,513
0.0% of portfolio
|
Q1 2024
Added 30.39%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,447
shares
|
$291,817
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
9,399
shares
|
$290,335
0.12% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,648
shares
|
$205,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,790
shares
|
$178,853
0.0% of portfolio
|
Q4 2024
Added 57.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,686
shares
|
$175,640
0.02% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,494
shares
|
$138,819
0.01% of portfolio
|
Q4 2024
Added 77.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,132
shares
|
$127,637
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
3,693
shares
|
$114,076
0.12% of portfolio
|
Q1 2025
Added 1087.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
460
shares
|
$14,209
0.0% of portfolio
|
Q4 2024
Reduced 82.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$13,900
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
275
shares
|
$8,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
108
shares
|
$3,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
106
shares
|
$3,274
0.0% of portfolio
|
Q4 2024
New holding
|