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 41 institutions that hold shares in the stock, with a total of 959,161 shares, which have been reported (via 13F filing form) to have a value of $33.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,004
shares
|
$104,509
0.0% of portfolio
|
Q3 2025
Added 41.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,645
shares
|
$92,019
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,706
shares
|
$59,351
0.0% of portfolio
|
Q2 2025
Reduced 56.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$15,655
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$13,916
0.0% of portfolio
|
Q3 2025
Added 44.93%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
356
shares
|
$12,385
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
312
shares
|
$10,854
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
236
shares
|
$8,210
0.0% of portfolio
|
Q3 2025
Reduced 73.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
108
shares
|
$3,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
80
shares
|
$2,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
80
shares
|
$2,783
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
56
shares
|
$1,948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
54
shares
|
$1,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
26
shares
|
$904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|