FBCG — Fidelity Covington Trust 机构持仓 · 2026年Q3
谁持有 Fidelity Covington Trust(FBCG)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 9,544.10 万美元。前几大持有机构:KFA Private Wealth Group, LLC(6,700.00 万美元)、First Heartland Consultants, Inc.(1,290.00 万美元)、Roxbury Financial LLC(520.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | KFA Private Wealth Group, LLC | $67.0M | 1.1M | 增持 |
| 2 | First Heartland Consultants, Inc. | $12.9M | 203,733 | 增持 |
| 3 | Roxbury Financial LLC | $5.2M | 81,989 | 减持 |
| 4 | Farther Finance Advisors, LLC | $1.6M | 24,663 | 增持 |
| 5 | Worth Asset Management, LLC | $1.4M | 22,239 | 减持 |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $1.4M | 21,272 | 增持 |
| 7 | Dickmeyer Boyce Financial Management, Inc. | $1.1M | 17,499 | 增持 |
| 8 | CoreCap Advisors, LLC | $917,004 | 14,507 | 增持 |
| 9 | Apella Capital, LLC | $812,478 | 12,579 | 新建仓 |
| 10 | Elm3 Financial Group, LLC | $667,940 | 10,567 | 减持 |
| 11 | Asempa Wealth Advisors | $404,099 | 6,374 | 减持 |
| 12 | YHB Investment Advisors, Inc. | $365,670 | 5,785 | 持平 |
| 13 | Ballew Advisors, Inc | $323,953 | 5,064 | 新建仓 |
| 14 | Montz Harcus Wealth Management LLC | $310,171 | 4,907 | 新建仓 |
| 15 | Stonebridge Financial Group, LLC | $305,873 | 4,839 | 减持 |
| 16 | Castleview Partners, LLC | $305,178 | 4,828 | 减持 |
| 17 | INSPIRION WEALTH ADVISORS, LLC | $297,846 | 4,712 | 减持 |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $101,691 | 1,609 | 持平 |
| 19 | Investors Research Corp | $101,199 | 1,601 | 增持 |
| 20 | Central Pacific Bank - Trust Division | $12,768 | 202 | 持平 |
| 21 | CX Institutional | $1,000 | 13 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30