Cambridge Investment Research Advisors
FBCV icon

Cambridge Investment Research Advisors’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Cambridge Investment Research Advisors’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 		$826K Buy
22,961
+802
+4% +$29.6K ﹤0.01% 2343
2025
Q4 		$790K Sell
22,159
-1,240
-5% -$43.4K ﹤0.01% 2302
2025
Q3 		$797K Buy
23,399
+2,644
+13% +$88.4K ﹤0.01% 2241
2025
Q2 		$680K Buy
20,755
+6,705
+48% +$212K ﹤0.01% 2257
2025
Q1 		$449K Buy
14,050
+1
+0% +$32 ﹤0.01% 2542
2024
Q4 		$444K Buy
14,049
+3,716
+36% +$122K ﹤0.01% 2526
2024
Q3 		$338K Buy
10,333
+549
+6% +$17.2K ﹤0.01% 2740
2024
Q2 		$294K Buy
9,784
+355
+4% +$10.8K ﹤0.01% 2718
2024
Q1 		$294K Buy
9,429
+157
+2% +$4.65K ﹤0.01% 2718
2023
Q4 		$271K Buy
+9,272
New +$258K ﹤0.01% 2670
2023
Q3 		– Sell
-9,929
Closed -$277K – 3178
2023
Q2 		$277K Sell
9,929
-1,587
-14% -$43.7K ﹤0.01% 2601
2023
Q1 		$314K Buy
+11,516
New +$321K ﹤0.01% 2445

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 $2.19B AUM 21.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors's FBCV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Blue Chip Value ETF (FBCV) stake by 3.6% in Q1 2026, buying an estimated $29.6K and bringing the position to 22,961 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Cambridge Investment Research Advisors first reported a position in FBCV in Q1 2023 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • Cambridge Investment Research Advisors held 22,961 shares of Fidelity Blue Chip Value ETF worth $826K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 802 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $29.6K.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2343 holding.
  • Cambridge Investment Research Advisors first reported a position in Fidelity Blue Chip Value ETF in Q1 2023 and has held it in 12 quarters since.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.