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Money Concepts Capital’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-195
Closed -$5.49K – 1262
2022
Q4 		$5.49K Buy
+195
New +$5.42K ﹤0.01% 2301
2022
Q2 		– Sell
-465
Closed -$14K – 1806
2022
Q1 		$14K Buy
+465
New +$13.5K ﹤0.01% 1767

Other funds holding FBCV

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Money Concepts Capital's FBCV Position: Q1 2023 in Review

Money Concepts Capital sold out of Fidelity Blue Chip Value ETF (FBCV) in Q1 2023, closing a stake of 195 shares — an estimated $5.49K sold.

Money Concepts Capital first reported a position in FBCV in Q1 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 19 funds tracked by Wall St. Rank hold FBCV as of Q1 2023.

  • Money Concepts Capital reported no remaining Fidelity Blue Chip Value ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 195 Fidelity Blue Chip Value ETF shares in Q1 2023, an estimated $5.49K.
  • Money Concepts Capital first reported a position in Fidelity Blue Chip Value ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Fidelity Blue Chip Value ETF position peaked at $14K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.