Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

$36.79
-0.18 (-0.49%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Growth ETF (BATS:FBCG)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$165.41M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.64M
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FBCG Institutional Buying and Selling by Quarter

Fidelity Blue Chip Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.291,545$11.22M0.0%+7.2%0.769%
4/24/2024 Win Advisors Inc.387,946$14.92M6.6%N/A1.024%
4/24/2024 CENTRAL TRUST Co123,746$4.76M0.1%+1.2%0.327%
4/24/2024 Childress Capital Advisors LLC108,881$4.19M1.2%-36.1%0.287%
4/24/2024 Spire Wealth Management38,340$1.48M0.1%-2.8%0.101%
4/24/2024 Essex Financial Services Inc.28,678$1.10M0.1%+166.1%0.076%
4/18/2024 MV Capital Management Inc.298,092$11.47M1.3%+1.7%2.035%
4/18/2024 Kowal Investment Group LLC18,710$720K0.2%N/A0.128%
4/17/2024 CRA Financial Services LLC17,126$659K0.1%+34.3%0.117%
4/16/2024 Wealth Enhancement Advisory Services LLC110,926$4.27M0.0%+15.3%0.757%
4/15/2024 SMI Advisory Services LLC35,131$1.34M0.4%N/A0.240%
4/15/2024 Sunbelt Securities Inc.28,491$1.10M0.1%+19.0%0.194%
4/12/2024 Keystone Wealth Services LLC60,470$2.33M0.8%N/A0.413%
4/12/2024 Harbor Investment Advisory LLC6,850$264K0.0%+11.4%0.047%
4/12/2024 Traynor Capital Management Inc.89,355$3.44M0.3%+9.3%0.610%
4/11/2024 &PARTNERS296,037$11.39M1.6%-3.7%2.021%
4/11/2024 17 Capital Partners LLC5,944$229K0.2%N/A0.041%
3/15/2024B. Riley Wealth Advisors Inc.46,910$1.56M0.0%+1.6%0.320%
2/16/2024 Childress Capital Advisors LLC170,381$5.68M1.7%+82.3%1.163%
2/13/2024Per Stirling Capital Management LLC.77,070$2.57M0.5%+24.1%0.526%
2/9/2024 Cambridge Investment Research Advisors Inc.271,952$9.06M0.0%+44.2%1.856%
2/9/2024Sachetta LLC2,267$76K0.0%N/A0.015%
2/9/2024UBS Group AG182,781$6.09M0.0%+85.4%1.248%
2/8/2024First Heartland Consultants Inc.42,129$1.40M0.2%+6.2%0.288%
2/8/2024Meridian Wealth Management LLC28,000$933K0.1%-50.0%0.191%
2/8/2024Wade G W & Inc.102,249$3.41M0.1%N/A0.698%
2/7/2024Avantax Advisory Services Inc.109,917$3.66M0.0%+90.4%0.750%
2/7/2024Principal Securities Inc.2,327$78K0.0%N/A0.016%
2/7/2024Vestor Capital LLC3,922$131K0.0%-47.0%0.027%
2/6/2024Lincoln National Corp28,357$945K0.0%+4.2%0.194%
2/6/2024Private Advisor Group LLC35,349$1.18M0.0%+29.4%0.241%
2/6/2024 Spire Wealth Management39,441$1.35M0.0%+69.9%0.269%
2/6/2024Kerntke Otto McGlone Wealth Management Group8,762$292K0.3%N/A0.060%
2/6/2024Commonwealth Equity Services LLC916,171$30.52M0.1%+56.9%6.254%
2/6/2024 Essex Financial Services Inc.10,778$359K0.0%+48.0%0.074%
2/5/2024Kestra Private Wealth Services LLC151,446$5.05M0.1%+367.3%1.034%
2/5/2024Adell Harriman & Carpenter Inc.32,266$1.08M0.1%+0.9%0.220%
2/5/2024Avaii Wealth Management LLC13,518$450K0.3%+2.5%0.092%
2/2/2024Tandem Capital Management Corp ADV13,360$445K0.3%+24.2%0.091%
2/2/2024Atria Wealth Solutions Inc.65,996$2.20M0.0%+9.5%0.450%
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2/1/2024Sigma Planning Corp20,929$697K0.1%+80.5%0.143%
2/1/2024 CRA Financial Services LLC12,755$425K0.1%+9.4%0.087%
1/31/2024J.W. Cole Advisors Inc.28,346$944K0.1%+35.5%0.193%
1/31/2024Goodwin Investment Advisory1,782,878$59.39M30.9%-2.0%12.170%
1/30/2024Investment Advisory Group LLC8,030$267K0.1%N/A0.055%
1/30/2024Capital Analysts LLC1,550$52K0.0%N/A0.011%
1/29/2024 MV Capital Management Inc.293,252$9.77M1.2%+2.2%2.002%
1/26/2024 Harbor Investment Advisory LLC6,150$205K0.0%+20.6%0.042%
1/25/2024Centurion Wealth Management LLC39,440$1.31M0.6%+69.9%0.269%
1/24/2024 CENTRAL TRUST Co122,246$4.07M0.1%-7.9%0.834%
1/24/2024Allworth Financial LP803$27K0.0%N/A0.005%
1/18/2024 Traynor Capital Management Inc.81,765$2.72M0.3%N/A0.558%
1/16/2024 Raymond James & Associates30,999$1.03M0.0%N/A0.212%
1/9/2024 &PARTNERS307,261$10.24M2.5%-6.1%2.097%
12/11/2023 Sunbelt Securities Inc.7,307$212K0.0%+127.1%0.050%
12/1/2023B. Riley Wealth Advisors Inc.46,160$1.34M0.0%+4.9%0.315%
11/16/2023 Essex Financial Services Inc.7,281$211K0.0%N/A0.050%
11/14/2023Per Stirling Capital Management LLC.62,122$1.80M0.4%+11.8%0.424%
11/13/2023Certified Advisory Corp14,641$424K0.0%N/A0.100%
11/13/2023Kestra Advisory Services LLC399,091$11.56M0.1%+4.2%2.724%
11/9/2023First Heartland Consultants Inc.39,654$1.15M0.1%+43.3%0.271%
11/9/2023UBS Group AG98,563$2.85M0.0%+35.6%0.673%
11/8/2023HighTower Advisors LLC187,235$5.42M0.0%+36.4%1.278%
11/8/2023Atria Wealth Solutions Inc.60,269$1.75M0.0%+8.6%0.411%
11/8/2023 Spire Wealth Management23,212$672K0.0%+49.5%0.158%
11/8/2023Avantax Advisory Services Inc.57,735$1.67M0.0%+295.3%0.394%
11/8/2023Kestra Private Wealth Services LLC32,406$938K0.0%+18.3%0.221%
11/7/2023Goodwin Investment Advisory1,819,315$52.69M31.2%+1.0%12.419%
11/7/2023 MV Capital Management Inc.286,888$8.31M1.1%+3.1%1.958%
11/6/2023Sigma Planning Corp11,596$336K0.0%+26.4%0.079%
11/6/2023 Childress Capital Advisors LLC93,449$2.71M0.9%+376.8%0.638%
11/6/2023Lincoln National Corp27,212$788K0.0%+14.0%0.186%
11/3/2023Private Advisor Group LLC27,325$791K0.0%+168.7%0.187%
11/1/2023Orion Portfolio Solutions LLC13,223$383K0.0%N/A0.090%
11/1/2023Centurion Wealth Management LLC23,212$672K0.3%+49.5%0.158%
10/30/2023Tandem Capital Management Corp ADV10,760$312K0.2%+48.9%0.073%
10/26/2023 CENTRAL TRUST Co132,731$3.84M0.1%-1.0%0.906%
10/24/2023J.W. Cole Advisors Inc.20,919$606K0.0%+2.2%0.143%
10/24/2023 Cambridge Investment Research Advisors Inc.188,613$5.46M0.0%-8.2%1.287%
10/23/2023Sentinel Pension Advisors Inc.15,283$443K0.1%-3.3%0.104%
10/23/2023Commonwealth Equity Services LLC583,742$16.90M0.0%+0.3%3.985%
10/17/2023 KFG Wealth Management LLC167,967$4.86M2.6%N/A1.147%
10/17/2023Meridian Wealth Management LLC56,000$1.62M0.1%+100.0%0.382%
10/17/2023Avior Wealth Management LLC3,500$101K0.0%+250.0%0.024%
10/13/2023 CRA Financial Services LLC11,655$338K0.1%+30.4%0.080%
10/11/2023AE Wealth Management LLC28,382$822K0.0%N/A0.194%
10/6/2023 &PARTNERS327,130$9.45M4.3%-6.1%2.233%
8/21/2023Vestor Capital LLC7,400$220K0.0%-17.0%0.051%
8/15/2023Tandem Capital Management Corp ADV7,225$215K0.1%N/A0.049%
8/14/2023Carolinas Wealth Consulting LLC53,298$1.59M0.3%+8.4%0.364%
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8/14/2023Thrivent Financial for Lutherans430,900$12.82M0.0%+4,950.4%2.941%
8/11/2023Kestra Advisory Services LLC382,829$11.39M0.1%-5.4%2.613%
8/11/2023Per Stirling Capital Management LLC.55,573$1.65M0.3%N/A0.379%
8/11/2023JPMorgan Chase & Co.2,067,595$61.51M0.0%+645.3%14.113%
8/10/2023Commonwealth Equity Services LLC582,159$17.32M0.0%+41.5%3.974%
8/10/2023Private Advisor Group LLC10,170$318K0.0%+14.1%0.069%
8/10/2023Cetera Advisor Networks LLC76,740$2.28M0.0%+1.0%0.524%
8/10/2023Cetera Investment Advisers65,681$1.95M0.0%N/A0.448%
8/9/2023Vestor Capital LLC3,821$807K0.1%-57.2%0.026%
8/9/2023 Spire Wealth Management15,527$462K0.0%+39.7%0.106%
(Data available from 1/1/2016 forward)

FBCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBCG shares?

During the previous two years, 71 institutional investors and hedge funds held shares of Fidelity Blue Chip Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($61.51M), Goodwin Investment Advisory ($59.39M), Commonwealth Equity Services LLC ($30.52M), Win Advisors Inc. ($14.92M), Thrivent Financial for Lutherans ($12.82M), Kestra Advisory Services LLC ($11.56M), and MV Capital Management Inc. ($11.47M).Learn more on FBCG's institutional investors.

Which institutional investors have been buying Fidelity Blue Chip Growth ETF stock?

Of the 65 institutional investors that purchased Fidelity Blue Chip Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.79M), Commonwealth Equity Services LLC ($816.51K), Thrivent Financial for Lutherans ($422.37K), Win Advisors Inc. ($387.95K), Wiley BROS. Aintree Capital LLC ($354.68K), Childress Capital Advisors LLC ($266.32K), and Kestra Advisory Services LLC ($241.42K).

How much institutional buying is happening at Fidelity Blue Chip Growth ETF?

Institutional investors have bought a total of 6,711,797 shares in the last 24 months. This purchase volume represents approximately $197.51M in transactions.

Which Fidelity Blue Chip Growth ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Fidelity Blue Chip Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lincoln National Corp ($144.97K), Childress Capital Advisors LLC ($123.84K), MV Capital Management Inc. ($95.98K), CENTRAL TRUST Co ($79.24K), Commonwealth Equity Services LLC ($64.28K), &PARTNERS ($52.26K), and Goodwin Investment Advisory ($36.44K).

How much institutional selling is happening at Fidelity Blue Chip Growth ETF?

Institutional investors have sold a total of 750,502 shares in the last 24 months. This volume of shares sold represents approximately $21.23M in transactions.


This page (BATS:FBCG) was last updated on 4/25/2024 by MarketBeat.com Staff

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