LPL Financial
FBCV

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

LPL Financial’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 		$879K Sell
22,071
-490
-2% -$18.8K ﹤0.01% 4526
2026
Q1 		$812K Buy
22,561
+1,196
+6% +$44.1K ﹤0.01% 4360
2025
Q4 		$762K Buy
21,365
+13,811
+183% +$483K ﹤0.01% 4346
2025
Q3 		$257K Buy
+7,554
New +$253K ﹤0.01% 5175
2024
Q4 		– Sell
-11,812
Closed -$386K – 5337
2024
Q3 		$386K Buy
+11,812
New +$371K ﹤0.01% 4229

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

LPL Financial's FBCV Position: Q2 2026 in Review

LPL Financial reduced its Fidelity Blue Chip Value ETF (FBCV) stake by 2.2% in Q2 2026, selling an estimated $18.8K and leaving 22,071 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #4526.

LPL Financial first reported a position in FBCV in Q3 2024 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • LPL Financial held 22,071 shares of Fidelity Blue Chip Value ETF worth $879K as of Q2 2026.
  • LPL Financial sold 490 Fidelity Blue Chip Value ETF shares in Q2 2026, an estimated $18.8K.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4526 holding.
  • LPL Financial first reported a position in Fidelity Blue Chip Value ETF in Q3 2024 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.