Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / BLUE CHIP VALUE
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
106,753
-
Shares change
-
+2,017
-
Total reported value, excl. options
-
$3,139,587
-
Value change
-
+$110,209
-
Number of buys
-
6
-
Number of sells
-
-3
-
Price
-
$29.41
Significant Holders of FIDELITY COVINGTON TRUST - BLUE CHIP VALUE (FBCV) as of Q4 2021
13 filings reported holding FBCV - FIDELITY COVINGTON TRUST - BLUE CHIP VALUE as of Q4 2021.
FIDELITY COVINGTON TRUST - BLUE CHIP VALUE (FBCV) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 106,753 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (39,214 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (15,947 shares), Investmark Advisory Group LLC (13,765 shares), ROYAL BANK OF CANADA (13,412 shares), Spire Wealth Management (8,943 shares), GOLDMAN SACHS GROUP INC (6,989 shares), Janney Montgomery Scott LLC (6,900 shares), Geneos Wealth Management Inc. (479 shares), BANK OF AMERICA CORP /DE/ (404 shares), and Koshinski Asset Management, Inc. (400 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.