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 26 institutions that hold shares in the stock, with a total of 724,403 shares, which have been reported (via 13F filing form) to have a value of $23.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
430,970
shares
|
$13.9 Million
0.02% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
93,225
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,384
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
24,666
shares
|
$796,711
0.0% of portfolio
|
Q4 2024
Added 105.55%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,277
shares
|
$622,647
0.0% of portfolio
|
Q4 2024
Reduced 33.74%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,370
shares
|
$496,450
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,035
shares
|
$388,730
0.0% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,768
shares
|
$380,106
0.0% of portfolio
|
Q1 2024
Added 30.39%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
10,911
shares
|
$352,425
0.15% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,333
shares
|
$333,755
0.0% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,513
shares
|
$307,269
0.0% of portfolio
|
Q4 2024
Added 53.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,432
shares
|
$304,653
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,790
shares
|
$187,016
0.0% of portfolio
|
Q4 2024
Added 57.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,460
shares
|
$176,357
0.02% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,040
shares
|
$130,491
0.0% of portfolio
|
Q3 2024
Added 3900.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$86,725
0.0% of portfolio
|
Q3 2024
Added 483.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,534
shares
|
$81,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,520
shares
|
$49,095
0.0% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
549
shares
|
$17,732
0.0% of portfolio
|
Q3 2024
Reduced 74.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$14,534
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
311
shares
|
$10,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
108
shares
|
$3,488
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
106
shares
|
$3,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
80
shares
|
$2,584
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
68
shares
|
$2,196
0.0% of portfolio
|
Q4 2024
New holding
|