AWM
FBCV

AE Wealth Management’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

AE Wealth Management’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69K Sell
1,732
-752
-30% -$28.9K ﹤0.01% 2015
2026
Q1 		$89.4K Buy
+2,484
New +$91.5K ﹤0.01% 1834

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AE Wealth Management's FBCV Position: Q2 2026 in Review

AE Wealth Management reduced its Fidelity Blue Chip Value ETF (FBCV) stake by 30% in Q2 2026, selling an estimated $28.9K and leaving 1,732 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

AE Wealth Management first reported a position in FBCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $89.4K in Q1 2026. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • AE Wealth Management held 1,732 shares of Fidelity Blue Chip Value ETF worth $69K as of Q2 2026.
  • AE Wealth Management sold 752 Fidelity Blue Chip Value ETF shares in Q2 2026, an estimated $28.9K.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2015 holding.
  • AE Wealth Management first reported a position in Fidelity Blue Chip Value ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's Fidelity Blue Chip Value ETF position peaked at $89.4K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.