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 737,341 shares, which have been reported (via 13F filing form) to have a value of $24 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
|
$14 Million
0.02% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
93,225
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,384
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
24,666
shares
|
$802,384
0.0% of portfolio
|
Q4 2024
Added 105.55%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,277
shares
|
$627,080
0.0% of portfolio
|
Q4 2024
Reduced 33.74%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,370
shares
|
$499,986
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,049
shares
|
$457,013
0.0% of portfolio
|
Q4 2024
Added 35.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,828
shares
|
$417,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,035
shares
|
$391,498
0.0% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,768
shares
|
$382,813
0.0% of portfolio
|
Q1 2024
Added 30.39%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
10,911
shares
|
$354,934
0.15% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,513
shares
|
$309,457
0.0% of portfolio
|
Q4 2024
Added 53.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,432
shares
|
$306,822
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,648
shares
|
$216,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,790
shares
|
$188,348
0.0% of portfolio
|
Q4 2024
Added 57.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
5,470
shares
|
$177,939
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,494
shares
|
$146,189
0.01% of portfolio
|
Q4 2024
Added 77.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,132
shares
|
$134,413
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,520
shares
|
$49,445
0.0% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
460
shares
|
$14,963
0.0% of portfolio
|
Q4 2024
Reduced 82.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$14,638
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
311
shares
|
$10,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
275
shares
|
$8,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
108
shares
|
$3,513
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
106
shares
|
$3,448
0.0% of portfolio
|
Q4 2024
New holding
|