CIA
FBCV

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
Q2 		$796 Buy
+20
New +$769 ﹤0.01% 1364
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 $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cape Investment Advisory's FBCV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Blue Chip Value ETF (FBCV) in Q2 2026: 20 shares worth $796. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FBCV as recently as Q4 2025.

Cape Investment Advisory first reported a position in FBCV in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • Cape Investment Advisory held 20 shares of Fidelity Blue Chip Value ETF worth $796 as of Q2 2026.
  • Fidelity Blue Chip Value ETF was a new Cape Investment Advisory position in Q2 2026.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1364 holding.
  • Cape Investment Advisory first reported a position in Fidelity Blue Chip Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.