AF
FBCV

Allworth Financial’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Allworth Financial’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 		$8.15K Buy
+205
New +$7.88K ﹤0.01% 3842
2026
Q1 		– Sell
-32
Closed -$1.14K – 5243
2025
Q4 		$1.14K Buy
+32
New +$1.12K ﹤0.01% 4325

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

Allworth Financial's FBCV Position: Q2 2026 in Review

Allworth Financial opened a new position in Fidelity Blue Chip Value ETF (FBCV) in Q2 2026: 205 shares worth $8.15K. The stake represents ﹤0.01% of the portfolio and ranks #3842 among its holdings. This is a return to the name: Allworth Financial previously reported a position in FBCV as recently as Q4 2025.

Allworth Financial first reported a position in FBCV in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • Allworth Financial held 205 shares of Fidelity Blue Chip Value ETF worth $8.15K as of Q2 2026.
  • Fidelity Blue Chip Value ETF was a new Allworth Financial position in Q2 2026.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3842 holding.
  • Allworth Financial first reported a position in Fidelity Blue Chip Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.