LPL Financial
FBCV icon

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
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 $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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's FBCV Position: Q1 2026 in Review

LPL Financial increased its Fidelity Blue Chip Value ETF (FBCV) stake by 5.6% in Q1 2026, buying an estimated $44.1K and bringing the position to 22,561 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #4360.

LPL Financial first reported a position in FBCV in Q3 2024 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • LPL Financial held 22,561 shares of Fidelity Blue Chip Value ETF worth $812K as of Q1 2026.
  • LPL Financial bought 1,196 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $44.1K.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4360 holding.
  • LPL Financial first reported a position in Fidelity Blue Chip Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.