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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

Fidelity Blue Chip Growth ETF logo
$45.34 -0.04 (-0.09%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$320.26M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$25.08M
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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
11/18/2024 Sunbelt Securities Inc.24,330$1.04M0.1%-20.2%0.064%
11/15/2024 MML Investors Services LLC1,113,585$47.63M0.2%-18.4%2.938%
11/15/2024 Orion Portfolio Solutions LLC11,829$506K0.0%+12.8%0.031%
11/15/2024 Stifel Financial Corp12,702$543K0.0%+39.8%0.034%
11/15/2024 HighTower Advisors LLC167,572$7.17M0.0%+2.6%0.442%
11/14/2024 Captrust Financial Advisors14,179$606K0.0%+19.4%0.037%
11/13/2024 FMR LLC21,931$938K0.0%+9.5%0.058%
11/12/2024 Certified Advisory Corp23,119$989K0.1%+17.6%0.061%
11/12/2024 Meridian Wealth Management LLC28,316$1.21M0.1%N/A0.075%
11/8/2024 Sachetta LLC26,554$1.14M0.4%+1.3%0.070%
11/8/2024 PNC Financial Services Group Inc.34,585$1.48M0.0%+244.5%0.091%
11/7/2024 Thrivent Financial for Lutherans1,872,861$80.10M0.2%+173.4%4.942%
11/6/2024 LJI Wealth Management LLC14,270$610K0.1%+2.6%0.038%
11/5/2024 First Heartland Consultants Inc.49,740$2.13M0.2%+5.1%0.131%
11/5/2024 Harbour Investments Inc.20,057$858K0.0%+2,515.0%0.053%
11/5/2024 Nations Financial Group Inc. IA ADV48,433$2.07M0.2%+99.4%0.128%
11/4/2024 Advantage Trust Co63,553$2.72M1.8%N/A0.168%
11/4/2024 Mitchell Mcleod Pugh & Williams Inc.46,823$2.00M0.4%+93.4%0.124%
11/4/2024 Sigma Planning Corp93,488$4.00M0.1%+15.8%0.247%
11/2/2024 17 Capital Partners LLC10,107$432K0.3%+29.4%0.027%
11/1/2024 Sequent Asset Management LLC9,844$421K0.2%+189.8%0.026%
10/31/2024 LGT Financial Advisors LLC16,500$706K1.7%N/A0.044%
10/30/2024 Vestor Capital LLC3,680$157K0.0%-6.2%0.010%
10/29/2024 Janney Montgomery Scott LLC168,108$7.19M0.0%+0.4%0.444%
10/29/2024 Clear Creek Financial Management LLC46,580$1.99M0.2%+4.7%0.123%
10/25/2024 Tandem Capital Management Corp ADV14,310$612K0.3%+5.5%0.038%
10/25/2024 Pathway Financial Advisers LLC939$40K0.0%+530.2%0.002%
10/25/2024 Mutual Advisors LLC44,235$1.93M0.1%N/A0.117%
10/25/2024 Adell Harriman & Carpenter Inc.33,283$1.42M0.1%+2.4%0.088%
10/25/2024 Childress Capital Advisors LLC113,495$4.85M1.3%+10.8%0.299%
10/25/2024 Traynor Capital Management Inc.14,813$634K0.0%-80.1%0.039%
10/24/2024 J.W. Cole Advisors Inc.54,195$2.32M0.1%+8.6%0.143%
10/24/2024 Wealth Enhancement Advisory Services LLC118,489$5.07M0.0%+18.3%0.313%
10/24/2024 Pathway Financial Advisers LLC939$40K0.0%+530.2%0.002%
10/23/2024 CENTRAL TRUST Co117,419$5.02M0.1%-0.3%0.310%
10/22/2024 Private Advisor Group LLC50,639$2.17M0.0%+7.1%0.134%
10/19/2024Cyndeo Wealth Partners LLC101,088$4.32M0.3%-10.3%0.267%
10/18/2024KFA Private Wealth Group LLC740,010$31.65M15.1%+66.7%1.953%
10/18/2024Commonwealth Equity Services LLC1,871,034$80.02M0.1%+49.8%4.937%
10/16/2024 Avaii Wealth Management LLC14,603$625K0.3%+3.7%0.039%
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10/16/2024 Kowal Investment Group LLC636,549$27.23M5.0%-3.5%1.680%
10/16/2024 Bfsg LLC99,561$4.26M0.5%+134.5%0.263%
10/15/2024 Investment Advisory Group LLC12,896$552K0.2%+17.7%0.034%
10/15/2024 Keystone Wealth Services LLC80,246$3.43M0.9%+14.9%0.212%
10/11/2024 Armstrong Advisory Group Inc.1,646$70K0.0%N/A0.004%
10/10/2024 Sowa Financial Group Inc.346,087$14.80M9.4%+23.7%0.913%
10/10/2024 CRA Financial Services LLC24,971$1.07M0.2%+21.2%0.066%
10/9/2024 Quotient Wealth Partners LLC19,878$850K0.0%+29.2%0.052%
10/8/2024 CWM LLC418,554$17.90M0.1%+311.0%1.104%
10/8/2024 Atomi Financial Group Inc.12,353$528K0.0%+5.5%0.033%
10/7/2024 SMI Advisory Services LLC188,173$8.05M1.8%+265.3%0.496%
10/3/2024 Unique Wealth LLC76,113$3.26M0.7%N/A0.201%
10/2/2024 Dentgroup LLC19,149$819K0.6%+1.4%0.051%
8/22/2024 Cetera Investment Advisers201,146$8.54M0.0%-15.2%0.531%
8/21/2024 Truist Financial Corp10,535$447K0.0%-54.8%0.028%
8/19/2024B. Riley Wealth Advisors Inc.54,990$2.33M0.1%+19.1%0.145%
8/16/2024 Sunbelt Securities Inc.30,495$1.29M0.1%+7.0%0.080%
8/16/2024 NewEdge Advisors LLC23,908$1.02M0.0%+137.2%0.063%
8/16/2024 Northwestern Mutual Wealth Management Co.217,876$9.25M0.0%+16.5%0.575%
8/14/2024 Certified Advisory Corp19,651$834K0.1%+30.1%0.052%
8/13/2024 Kowal Investment Group LLC659,969$28.01M5.6%+3,427.4%1.741%
8/13/2024 Thrivent Financial for Lutherans684,917$29.07M0.1%+16.9%1.807%
8/12/2024 WCG Wealth Advisors LLC44,556$1.89M0.1%+3.7%0.118%
8/12/2024 LJI Wealth Management LLC13,909$590K0.1%+6.9%0.037%
8/12/2024 Carolinas Wealth Consulting LLC56,263$2.39M0.4%-0.7%0.148%
8/9/2024 GDS Wealth Management6,879$292K0.0%N/A0.018%
8/9/2024 Renaissance Technologies LLC43,500$1.85M0.0%N/A0.115%
8/9/2024 Clear Investment Research LLC18,704$794K1.0%+30.2%0.049%
8/8/2024 J.W. Cole Advisors Inc.49,924$2.12M0.1%+22.9%0.132%
8/8/2024 Envestnet Asset Management Inc.623,186$26.45M0.0%+107.0%1.644%
8/7/2024KFA Private Wealth Group LLC443,960$18.84M9.8%+392.9%1.171%
8/7/2024 Sachetta LLC26,204$1.04M0.4%+1,055.9%0.069%
8/7/2024 Liberty Wealth Management LLC8,092$343K0.0%N/A0.021%
8/5/2024 Private Advisor Group LLC47,272$2.01M0.0%-1.9%0.125%
8/5/2024 Synergy Asset Management LLC6,880$292K0.0%N/A0.018%
8/5/2024 Childress Capital Advisors LLC102,450$4.35M1.2%-5.9%0.270%
8/2/2024Larson Financial Group LLC700$30K0.0%N/A0.002%
8/2/2024 Wealth Effects LLC8,700$369K0.1%N/A0.023%
8/2/2024 Ferguson Shapiro LLC21,944$931K0.4%N/A0.058%
8/2/2024 Adell Harriman & Carpenter Inc.32,493$1.38M0.1%-1.2%0.086%
8/1/2024 Retireful LLC10,508$446K0.2%-36.4%0.028%
8/1/2024 Mitchell Mcleod Pugh & Williams Inc.24,205$1.03M0.2%N/A0.064%
7/31/2024 Essex Financial Services Inc.50,128$2.13M0.1%+74.8%0.132%
7/31/2024 Investment Advisory Group LLC10,956$465K0.2%+23.4%0.029%
7/31/2024Commonwealth Equity Services LLC1,249,042$53.01M0.1%+9.9%3.296%
7/29/2024 Nations Financial Group Inc. IA ADV24,285$1.03M0.1%N/A0.064%
7/29/2024 Bfsg LLC42,458$1.80M0.2%N/A0.112%
7/29/2024 Sowa Financial Group Inc.279,722$11.87M9.0%N/A0.738%
7/26/2024 Atomi Financial Group Inc.11,712$497K0.0%N/A0.031%
7/26/2024 Cambridge Investment Research Advisors Inc.353,630$15.01M0.1%+21.3%0.933%
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7/26/2024 Sequent Asset Management LLC3,397$144K0.1%N/A0.009%
7/25/2024 First Heartland Consultants Inc.47,342$2.01M0.1%+9.2%0.125%
7/25/2024 Clear Creek Financial Management LLC44,468$1.89M0.2%+9.4%0.117%
7/24/2024 Traynor Capital Management Inc.74,253$3.15M0.2%-16.9%0.196%
7/24/2024 Quotient Wealth Partners LLC15,383$653K0.0%N/A0.041%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,865$249K0.0%N/A0.015%
7/22/2024 Atria Wealth Solutions Inc.65,428$2.78M0.0%+12.4%0.173%
7/20/2024Brand Asset Management Group Inc.6,086$258K0.1%N/A0.016%
7/19/2024 McGlone Suttner Wealth Management Inc.22,779$967K0.3%-9.6%0.060%
7/18/2024 17 Capital Partners LLC7,812$332K0.2%+31.4%0.021%
(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, 112 institutional investors and hedge funds held shares of Fidelity Blue Chip Growth ETF. The most heavily invested institutionals were Thrivent Financial for Lutherans ($80.10M), Commonwealth Equity Services LLC ($80.02M), JPMorgan Chase & Co. ($61.51M), Goodwin Investment Advisory ($59.39M), MML Investors Services LLC ($47.63M), KFA Private Wealth Group LLC ($31.65M), and Kowal Investment Group LLC ($27.23M).Learn more on FBCG's institutional investors.

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

Of the 105 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), Thrivent Financial for Lutherans ($1.71M), Commonwealth Equity Services LLC ($1.68M), KFA Private Wealth Group LLC ($740.01K), Kowal Investment Group LLC ($659.97K), Win Advisors Inc. ($387.95K), and CWM LLC ($376.72K).

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

Institutional investors have bought a total of 12,236,070 shares in the last 24 months. This purchase volume represents approximately $442.03M in transactions.

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

Of the 30 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: MML Investors Services LLC ($250.86K), Lincoln National Corp ($131.90K), Childress Capital Advisors LLC ($130.27K), Traynor Capital Management Inc. ($74.54K), CENTRAL TRUST Co ($55.99K), &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 977,827 shares in the last 24 months. This volume of shares sold represents approximately $34.59M in transactions.



This page (BATS:FBCG) was last updated on 11/21/2024 by MarketBeat.com Staff
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