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Cape Investment Advisory’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Cape Investment Advisory’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
-20
Closed -$713 – 522
2025
Q4 		$713 Buy
+20
New +$699 ﹤0.01% 1223

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

Cape Investment Advisory's FBCV Position: Q1 2026 in Review

Cape Investment Advisory sold out of Fidelity Blue Chip Value ETF (FBCV) in Q1 2026, closing a stake of 20 shares — an estimated $713 sold.

Cape Investment Advisory first reported a position in FBCV in Q4 2025 and held it in 1 quarter. The position peaked at $713 in Q4 2025. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • Cape Investment Advisory reported no remaining Fidelity Blue Chip Value ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 20 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $713.
  • Cape Investment Advisory first reported a position in Fidelity Blue Chip Value ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Fidelity Blue Chip Value ETF position peaked at $713 in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.