FFA
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Florida Financial Advisors’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Florida Financial 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 		$496K Buy
13,794
+4,974
+56% +$183K 0.12% 169
2025
Q4 		$315K Sell
8,820
-1,528
-15% -$53.4K 0.09% 204
2025
Q3 		$353K Buy
10,348
+3,427
+50% +$115K 0.11% 179
2025
Q2 		$227K Sell
6,921
-2,478
-26% -$78.3K 0.08% 243
2025
Q1 		$301K Sell
9,399
-1,512
-14% -$48.5K 0.12% 171
2024
Q4 		$345K Buy
10,911
+818
+8% +$26.8K 0.15% 134
2024
Q3 		$330K Buy
10,093
+373
+4% +$11.7K 0.17% 115
2024
Q2 		$292K Buy
9,720
+757
+8% +$22.9K 0.17% 100
2024
Q1 		$280K Buy
+8,963
New +$266K 0.21% 88

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

Florida Financial Advisors's FBCV Position: Q1 2026 in Review

Florida Financial Advisors increased its Fidelity Blue Chip Value ETF (FBCV) stake by 56% in Q1 2026, buying an estimated $183K and bringing the position to 13,794 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #169.

Florida Financial Advisors first reported a position in FBCV in Q1 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • Florida Financial Advisors held 13,794 shares of Fidelity Blue Chip Value ETF worth $496K as of Q1 2026.
  • Florida Financial Advisors bought 4,974 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $183K.
  • Fidelity Blue Chip Value ETF made up 0.12% of Florida Financial Advisors's portfolio in Q1 2026, its #169 holding.
  • Florida Financial Advisors first reported a position in Fidelity Blue Chip Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.