Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q1 2024 (March 31)107holders
1famous investor
$38.40avg. 13F price*
At the end of Q1 2024, 107 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($78.6M), Goodwin Investment Advisory ($70.4M) and Commonwealth Equity Services, LLC ($43.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Blue Chip Grow ETF
- CUSIP
- 316092352
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $46.8M |
| Exits | 6 | $2.2M |
Ownership 107 holders
| JPMorgan Chase & Co. | 0.01% | Add +4.3% | 2,043,980 | $78.6M |
| Goodwin Investment Advisory | 33.22% | Add +2.7% | 1,831,239 | $70.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +24.0% | 1,136,242 | $43.7M |
| MML Investors Services, LLC | 0.16% | Add +2.4% | 1,028,043 | $39.5M |
| Bank of America Corp. | 0.00% | Add +71.7% | 968,310 | $37.3M |
| Thrivent Financial for Lutherans | 0.05% | Add +15.8% | 585,962 | $22.5M |
| Kestra Advisory Services, LLC | 0.13% | Add +6.2% | 507,779 | $19.5M |
| Win Advisors, Inc. | 6.57% | New | 387,946 | $14.9M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +118.3% | 330,551 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +96.6% | 300,996 | $11.6M |
| MV Capital Management, Inc. | 1.31% | Add +1.6% | 298,092 | $11.5M |
| &partners | 1.57% | Reduce -3.6% | 296,037 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.2% | 291,545 | $11.2M |
| Focus Partners Wealth | 0.08% | New | 275,888 | $10.2M |
| Cetera Investment Advisers | 0.02% | Add +216.0% | 237,193 | $9.1M |
| UBS Group AG | 0.00% | Add +20.0% | 219,286 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.8% | 186,989 | $7.2M |
| Per Stirling Capital Management, LLC. | 1.11% | Add +124.2% | 172,773 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -22.3% | 149,642 | $5.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +18.3% | 129,983 | $5.0M |
| CENTRAL TRUST Co | 0.12% | Add +1.2% | 123,746 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.3% | 110,926 | $4.3M |
| Childress Capital Advisors, LLC | 1.22% | Reduce -36.1% | 108,881 | $4.2M |
| Mariner, LLC | 0.01% | New | 97,419 | $3.7M |
| KFA Private Wealth Group, LLC | 1.07% | New | 90,069 | $3.5M |
| Traynor Capital Management, Inc. | 0.33% | Add +9.3% | 89,355 | $3.4M |
| Wells Fargo & Company | 0.00% | New | 83,030 | $3.2M |
| Marshall Wace, LLP | 0.00% | Add +44.6% | 74,060 | $2.8M |
| Sigma Planning Corp | 0.08% | Add +222.8% | 67,551 | $2.6M |
| Keystone Wealth Services, LLC | 0.76% | New | 60,470 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -11.8% | 58,219 | $2.2M |
| Carolinas Wealth Consulting LLC | 0.43% | Add +2.1% | 56,671 | $2.2M |
| Lincoln National Corp. | 0.03% | Add +71.2% | 48,534 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +36.3% | 48,172 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +114.4% | 47,149 | $1.8M |
| First Heartland Consultants, Inc. | 0.17% | Add +2.9% | 43,339 | $1.7M |
| WCG Wealth Advisors LLC | 0.14% | Add +303.7% | 42,950 | $1.7M |
| Cwm, LLC | 0.01% | Add +23143.9% | 41,839 | $1.6M |
| Clear Creek Financial Management, LLC | 0.20% | New | 40,661 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +43.3% | 40,624 | $1.6M |
| Centurion Wealth Management LLC | 0.58% | Reduce -2.8% | 38,340 | $1.5M |
| Spire Wealth Management | 0.03% | Reduce -2.8% | 38,340 | $1.5M |
| SMI Advisory Services, LLC | 0.38% | New | 35,131 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -1.6% | 46,160 | $1.3M |
| Adell Harriman & Carpenter Inc. | 0.10% | Add +1.9% | 32,890 | $1.3M |
| Essex Financial Services, Inc. | 0.10% | Add +166.1% | 28,678 | $1.1M |
| Sunbelt Securities, Inc. | 0.12% | Add +19.0% | 28,491 | $1.1M |
| Meridian Wealth Management, LLC | 0.18% | Add +1.1% | 28,316 | $1.1M |
| Citadel Advisors | 0.00% | Add +18.0% | 28,033 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.18% | Add +10.6% | 25,199 | $969K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 24,256 | $933K |
| Truist Financial Corp. | 0.00% | New | 23,313 | $901K |
| Meridian Financial Advisors, LLC | 0.55% | No change | 19,027 | $732K |
| Kowal Investment Group, LLC | 0.16% | New | 18,710 | $720K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 17,652 | $679K |
| Capital Analysts, LLC | 0.03% | Add +1035.9% | 17,607 | $677K |
| Yarger Wealth Strategies, LLC | 0.45% | New | 17,186 | $661K |
| CRA Financial Services, LLC | 0.14% | Add +34.3% | 17,126 | $659K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.1% | 16,720 | $643K |
| Retireful, LLC | 0.26% | New | 16,533 | $636K |
| Certified Advisory Corp | 0.08% | Add +3.7% | 15,100 | $581K |
| Sentinel Pension Advisors, LLC | 0.12% | Reduce -2.2% | 14,914 | $574K |
| Clear Investment Research, LLC | 0.74% | Add +1884.7% | 14,369 | $553K |
| Avaii Wealth Management, LLC | 0.32% | Add +4.0% | 14,061 | $541K |
| Tandem Capital Management Corp. | 0.29% | Add +1.1% | 13,510 | $520K |
| LJI Wealth Management, LLC | 0.13% | Add +2.5% | 13,014 | $501K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +21.8% | 11,780 | $453K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +21.8% | 11,780 | $453K |
| Florida Financial Advisors, LLC | 0.33% | Add +21.4% | 11,604 | $446K |
| KOM Wealth Management Group, LLC | 0.40% | Add +20.4% | 10,552 | $406K |
| FMR LLC | 0.00% | Add +64.3% | 10,395 | $400K |
| NewEdge Advisors, LLC | 0.00% | Add +36.3% | 10,080 | $388K |
| Captrust Financial Advisors | 0.00% | Add +45.2% | 9,634 | $371K |
| Raymond James & Associates | 0.00% | Reduce -69.4% | 9,481 | $365K |
| Investment Advisory Group, LLC | 0.14% | Add +10.6% | 8,881 | $342K |
| GTS Securities LLC | 0.01% | New | 7,429 | $286K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,369 | $283K |
| Harbor Investment Advisory, LLC | 0.03% | Add +11.4% | 6,850 | $264K |
| LPL Financial LLC | 0.00% | New | 6,602 | $254K |
| Proficio Capital Partners LLC | 0.03% | No change | 6,589 | $253K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -14.6% | 6,277 | $241K |
| Vise Technologies, Inc. | 0.05% | New | 6,120 | $235K |
| 17 Capital Partners, LLC | 0.17% | New | 5,944 | $229K |
| MWA Asset Management | 0.16% | New | 5,570 | $214K |
| Morgan Stanley | 0.00% | Reduce -23.2% | 4,224 | $163K |
| Vestor Capital, LLC | 0.01% | No change | 3,922 | $151K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -38.3% | 3,748 | $144K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,500 | $135K |
| Principal Securities, Inc. | 0.00% | Add +1.7% | 2,367 | $91K |
| IFP Advisors, Inc | 0.00% | Add +140.8% | 1,987 | $76K |
| Sachetta, LLC | 0.04% | No change | 2,267 | $76K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Add +33.0% | 1,786 | $69K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -23.4% | 490 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 457 | $18K |
| WASHINGTON TRUST Co | 0.00% | New | 400 | $15K |
| Global Financial Private Client, LLC | 0.01% | Add +23.5% | 305 | $12K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 281 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 235 | $9K |
| LRI Investments, LLC | 0.00% | — | 200 | $8K |
| Godsey & Gibb, Inc. | 0.00% | New | 191 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 201 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | — | 180 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | New | 149 | $6K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +758.3% | 103 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $4K |
| Concord Wealth Partners | 0.00% | New | 74 | $3K |
| Allworth Financial LP | 0.00% | Reduce -99.9% | 1 | $22 |
"% of holder's portfolio" is FBCG's weight in each manager's 13F, not the share of Fidelity Blue Chip Grow ETF the manager owns.