AF
FBCV icon

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
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 $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial's FBCV Position: Q1 2026 in Review

Allworth Financial sold out of Fidelity Blue Chip Value ETF (FBCV) in Q1 2026, closing a stake of 32 shares — an estimated $1.14K sold.

Allworth Financial first reported a position in FBCV in Q4 2025 and held it in 1 quarter. The position peaked at $1.14K in Q4 2025. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • Allworth Financial reported no remaining Fidelity Blue Chip Value ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 32 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $1.14K.
  • Allworth Financial first reported a position in Fidelity Blue Chip Value ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's Fidelity Blue Chip Value ETF position peaked at $1.14K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.