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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

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$38.81
-0.04 (-0.10%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Growth ETF (BATS:FBCG)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$174.98M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.31M
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FBCG Institutional Buying and Selling by Quarter

Fidelity Blue Chip Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Mark Sheptoff Financial Planning LLC1,786$69K0.0%+33.0%0.005%
5/8/2024 Avantax Advisory Services Inc.129,983$5M0.0%+18.3%0.343%
5/2/2024 Clear Investment Research LLC14,369$553K0.7%+1,884.7%0.038%
5/1/2024 KFA Private Wealth Group LLC90,069$3.47M1.1%N/A0.238%
5/1/2024 Janney Montgomery Scott LLC7,369$283K0.0%N/A0.019%
4/30/2024 Private Advisor Group LLC48,172$1.85M0.0%+36.3%0.127%
4/30/2024 J.W. Cole Advisors Inc.40,624$1.56M0.1%+43.3%0.107%
4/30/2024 Investment Advisory Group LLC8,881$342K0.1%+10.6%0.023%
4/29/2024Commonwealth Equity Services LLC1,136,242$43.71M0.1%+24.0%2.998%
4/29/2024 Yarger Wealth Strategies LLC17,186$661K0.5%N/A0.045%
4/26/2024 Clear Creek Financial Management LLC40,661$1.56M0.2%N/A0.107%
4/26/2024 Meridian Wealth Management LLC28,316$1.09M0.2%+1.1%0.075%
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%
2/9/2024 Sachetta LLC2,267$76K0.0%N/A0.015%
2/9/2024UBS Group AG182,781$6.09M0.0%+85.4%1.248%
2/8/2024 First Heartland Consultants Inc.42,129$1.40M0.2%+6.2%0.288%
2/8/2024 Meridian Wealth Management LLC28,000$933K0.1%-50.0%0.191%
2/8/2024Wade G W & Inc.102,249$3.41M0.1%N/A0.698%
2/7/2024 Avantax Advisory Services Inc.109,917$3.66M0.0%+90.4%0.750%
2/7/2024Principal Securities Inc.2,327$78K0.0%N/A0.016%
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2/7/2024Vestor Capital LLC3,922$131K0.0%-47.0%0.027%
2/6/2024 Lincoln National Corp28,357$945K0.0%+4.2%0.194%
2/6/2024 Private 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%
2/5/2024 Kestra Private Wealth Services LLC151,446$5.05M0.1%+367.3%1.034%
2/5/2024 Adell Harriman & Carpenter Inc.32,266$1.08M0.1%+0.9%0.220%
2/5/2024 Avaii 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%
2/1/2024 Sigma Planning Corp20,929$697K0.1%+80.5%0.143%
2/1/2024 CRA Financial Services LLC12,755$425K0.1%+9.4%0.087%
1/31/2024 J.W. Cole Advisors Inc.28,346$944K0.1%+35.5%0.193%
1/31/2024 Goodwin Investment Advisory1,782,878$59.39M30.9%-2.0%12.170%
1/30/2024 Investment 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%
1/25/2024 Centurion 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%
1/24/2024 Allworth 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%
11/9/2023 First 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%
11/8/2023 HighTower 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%
11/8/2023 Avantax Advisory Services Inc.57,735$1.67M0.0%+295.3%0.394%
11/8/2023 Kestra Private Wealth Services LLC32,406$938K0.0%+18.3%0.221%
11/7/2023 Goodwin 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%
11/6/2023 Sigma Planning Corp11,596$336K0.0%+26.4%0.079%
11/6/2023 Childress Capital Advisors LLC93,449$2.71M0.9%+376.8%0.638%
11/6/2023 Lincoln National Corp27,212$788K0.0%+14.0%0.186%
11/3/2023 Private Advisor Group LLC27,325$791K0.0%+168.7%0.187%
11/1/2023 Orion Portfolio Solutions LLC13,223$383K0.0%N/A0.090%
11/1/2023 Centurion 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%
10/24/2023 J.W. Cole Advisors Inc.20,919$606K0.0%+2.2%0.143%
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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%
10/17/2023 Meridian Wealth Management LLC56,000$1.62M0.1%+100.0%0.382%
10/17/2023 Avior 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%
(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, 74 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 ($43.71M), 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 68 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 ($1.04M), 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 Cambridge Investment Research Advisors Inc. ($214.36K).

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

Institutional investors have bought a total of 6,902,939 shares in the last 24 months. This purchase volume represents approximately $206.87M in transactions.

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

Of the 23 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 ($140.35K), Childress Capital Advisors LLC ($123.84K), CENTRAL TRUST Co ($79.24K), MV Capital Management Inc. ($61.83K), &PARTNERS ($52.26K), Goodwin Investment Advisory ($36.44K), and Cambridge Investment Research Advisors Inc. ($30.05K).

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

Institutional investors have sold a total of 644,863 shares in the last 24 months. This volume of shares sold represents approximately $18.04M in transactions.


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This page (BATS:FBCG) was last updated on 5/13/2024 by MarketBeat.com Staff

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