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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

Fidelity Blue Chip Growth ETF logo
$47.61 +1.76 (+3.83%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Growth ETF (BATS:FBCG)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$347.62M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$24.80M
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Skip Chart & View Institutional Buying and Selling Data

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
1/21/2025Cyndeo Wealth Partners LLC99,531$4.60M0.3%-1.5%0.263%
1/21/2025McGlone Suttner Wealth Management Inc.28,507$1.32M0.2%N/A0.075%
1/17/2025 IVC Wealth Advisors LLC6,833$316K0.2%N/A0.018%
1/17/2025 Mutual Advisors LLC44,725$2.09M0.1%+1.1%0.118%
1/17/2025 Traynor Capital Management Inc.13,216$611K0.0%-10.8%0.035%
1/17/2025 SMI Advisory Services LLC195,189$9.00M2.1%+3.7%0.515%
1/17/2025 Janney Montgomery Scott LLC175,449$8.12M0.0%+4.4%0.463%
1/17/2025 Investment Advisory Group LLC18,597$860K0.3%+44.2%0.049%
1/16/2025 Sowa Financial Group Inc.448,604$20.75M13.0%+29.6%1.184%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.67,176$3.11M0.7%+43.5%0.177%
1/15/2025 Arkadios Wealth Advisors4,670$216K0.0%N/A0.012%
1/15/2025 Sax Wealth Advisors LLC44,877$2.08M0.2%N/A0.118%
1/15/2025 Brand Asset Management Group Inc.7,891$365K0.1%-17.1%0.021%
1/15/2025 Wealthcare Advisory Partners LLC6,496$301K0.0%N/A0.017%
1/15/2025 Certified Advisory Corp24,590$1.14M0.1%+6.4%0.065%
1/15/2025 Inspirion Wealth Advisors LLC4,583$216K0.0%N/A0.012%
1/14/2025 CHURCHILL MANAGEMENT Corp35,101$1.62M0.0%N/A0.093%
1/14/2025 San Luis Wealth Advisors LLC10,030$464K0.1%N/A0.026%
1/13/2025 Unique Wealth LLC150,101$6.94M1.4%+97.2%0.396%
1/8/2025 Worth Asset Management LLC7,361$341K0.2%N/A0.019%
1/8/2025 International Assets Investment Management LLC12,022$560K0.0%N/A0.032%
1/3/2025 Dentgroup LLC24,694$1.14M0.9%+29.0%0.065%
12/26/2024JPMorgan Chase & Co.3,057,016$130.75M0.0%+11.3%8.066%
12/13/2024B. Riley Wealth Advisors Inc.51,300$2.18M0.1%-6.7%0.135%
11/18/2024Sunbelt Securities Inc.24,330$1.04M0.1%-20.2%0.064%
11/15/2024MML Investors Services LLC1,113,585$47.63M0.2%-18.4%2.938%
11/15/2024Orion Portfolio Solutions LLC11,829$506K0.0%+12.8%0.031%
11/15/2024Stifel Financial Corp12,702$543K0.0%+39.8%0.034%
11/15/2024HighTower Advisors LLC167,572$7.17M0.0%+2.6%0.442%
11/14/2024Captrust Financial Advisors14,179$606K0.0%+19.4%0.037%
11/13/2024FMR LLC21,931$938K0.0%+9.5%0.058%
11/12/2024 Certified Advisory Corp23,119$989K0.1%+17.6%0.061%
11/12/2024Meridian Wealth Management LLC28,316$1.21M0.1%N/A0.075%
11/8/2024Sachetta LLC26,554$1.14M0.4%+1.3%0.070%
11/8/2024PNC Financial Services Group Inc.34,585$1.48M0.0%+244.5%0.091%
11/7/2024Thrivent Financial for Lutherans1,872,861$80.10M0.2%+173.4%4.942%
11/6/2024LJI Wealth Management LLC14,270$610K0.1%+2.6%0.038%
11/5/2024First Heartland Consultants Inc.49,740$2.13M0.2%+5.1%0.131%
11/5/2024Harbour Investments Inc.20,057$858K0.0%+2,515.0%0.053%
11/5/2024Nations Financial Group Inc. IA ADV48,433$2.07M0.2%+99.4%0.128%
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11/4/2024Advantage 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%
11/4/2024Sigma Planning Corp93,488$4.00M0.1%+15.8%0.247%
11/2/202417 Capital Partners LLC10,107$432K0.3%+29.4%0.027%
11/1/2024Sequent Asset Management LLC9,844$421K0.2%+189.8%0.026%
10/31/2024LGT Financial Advisors LLC16,500$706K1.7%N/A0.044%
10/30/2024Vestor Capital LLC3,680$157K0.0%-6.2%0.010%
10/29/2024 Janney Montgomery Scott LLC168,108$7.19M0.0%+0.4%0.444%
10/29/2024Clear Creek Financial Management LLC46,580$1.99M0.2%+4.7%0.123%
10/25/2024Tandem Capital Management Corp ADV14,310$612K0.3%+5.5%0.038%
10/25/2024Pathway Financial Advisers LLC939$40K0.0%+530.2%0.002%
10/25/2024 Mutual Advisors LLC44,235$1.93M0.1%N/A0.117%
10/25/2024Adell Harriman & Carpenter Inc.33,283$1.42M0.1%+2.4%0.088%
10/25/2024Childress 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%
10/24/2024J.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%
10/24/2024Pathway Financial Advisers LLC939$40K0.0%+530.2%0.002%
10/23/2024CENTRAL TRUST Co117,419$5.02M0.1%-0.3%0.310%
10/22/2024Private 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%
10/16/2024Avaii Wealth Management LLC14,603$625K0.3%+3.7%0.039%
10/16/2024Kowal Investment Group LLC636,549$27.23M5.0%-3.5%1.680%
10/16/2024Bfsg LLC99,561$4.26M0.5%+134.5%0.263%
10/15/2024 Investment Advisory Group LLC12,896$552K0.2%+17.7%0.034%
10/15/2024Keystone 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%
10/10/2024CRA Financial Services LLC24,971$1.07M0.2%+21.2%0.066%
10/9/2024Quotient Wealth Partners LLC19,878$850K0.0%+29.2%0.052%
10/8/2024CWM 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%
8/22/2024Cetera Investment Advisers201,146$8.54M0.0%-15.2%0.531%
8/21/2024Truist 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%
8/16/2024Sunbelt Securities Inc.30,495$1.29M0.1%+7.0%0.080%
8/16/2024NewEdge Advisors LLC23,908$1.02M0.0%+137.2%0.063%
8/16/2024Northwestern 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%
8/13/2024Kowal Investment Group LLC659,969$28.01M5.6%+3,427.4%1.741%
8/13/2024Thrivent Financial for Lutherans684,917$29.07M0.1%+16.9%1.807%
8/12/2024WCG Wealth Advisors LLC44,556$1.89M0.1%+3.7%0.118%
8/12/2024LJI Wealth Management LLC13,909$590K0.1%+6.9%0.037%
8/12/2024Carolinas Wealth Consulting LLC56,263$2.39M0.4%-0.7%0.148%
8/9/2024GDS Wealth Management6,879$292K0.0%N/A0.018%
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8/9/2024Renaissance Technologies LLC43,500$1.85M0.0%N/A0.115%
8/9/2024Clear Investment Research LLC18,704$794K1.0%+30.2%0.049%
8/8/2024J.W. Cole Advisors Inc.49,924$2.12M0.1%+22.9%0.132%
8/8/2024Envestnet 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%
8/7/2024Sachetta LLC26,204$1.04M0.4%+1,055.9%0.069%
8/7/2024Liberty Wealth Management LLC8,092$343K0.0%N/A0.021%
8/5/2024Private Advisor Group LLC47,272$2.01M0.0%-1.9%0.125%
8/5/2024Synergy Asset Management LLC6,880$292K0.0%N/A0.018%
8/5/2024Childress Capital Advisors LLC102,450$4.35M1.2%-5.9%0.270%
(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, 120 institutional investors and hedge funds held shares of Fidelity Blue Chip Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($130.75M), Thrivent Financial for Lutherans ($80.10M), Commonwealth Equity Services LLC ($80.02M), 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 113 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. ($2.10M), 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), Sowa Financial Group Inc. ($448.60K), and Win Advisors Inc. ($387.95K).

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

Institutional investors have bought a total of 12,501,606 shares in the last 24 months. This purchase volume represents approximately $464.25M in transactions.

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

Of the 31 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. ($76.14K), 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 986,296 shares in the last 24 months. This volume of shares sold represents approximately $34.97M in transactions.



This page (BATS:FBCG) was last updated on 1/21/2025 by MarketBeat.com Staff
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