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

Creative Financial Designs’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	$14.5K	Buy	365 +1	+0.3%	+$38	﹤0.01%	1417
2026 Q1	$13.1K	Buy	364 +2	+0.6%	+$74	﹤0.01%	1330
2025 Q4	$12.9K	Buy	362 +6	+2%	+$210	﹤0.01%	1291
2025 Q3	$12.1K	Buy	356 +1	+0.3%	+$33	﹤0.01%	1311
2025 Q2	$11.6K	Buy	+355	New	+$11.2K	﹤0.01%	1299

Other funds holding FBCV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Creative Financial Designs's FBCV Position: Q2 2026 in Review

Creative Financial Designs increased its Fidelity Blue Chip Value ETF (FBCV) stake by 0.27% in Q2 2026, buying an estimated $38 and bringing the position to 365 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Creative Financial Designs first reported a position in FBCV in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

Creative Financial Designs held 365 shares of Fidelity Blue Chip Value ETF worth $14.5K as of Q2 2026.
Creative Financial Designs bought 1 Fidelity Blue Chip Value ETF share in Q2 2026, an estimated $38.
Fidelity Blue Chip Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1417 holding.
Creative Financial Designs first reported a position in Fidelity Blue Chip Value ETF in Q2 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.