SPC
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Sigma Planning Corp’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-7,608
Closed -$209K – 954
2023
Q3 		$209K Sell
7,608
-3
-0% -$85 0.01% 1072
2023
Q2 		$212K Sell
7,611
-1,326
-15% -$36.5K 0.01% 1072
2023
Q1 		$244K Sell
8,937
-724
-7% -$20.2K 0.01% 1092
2022
Q4 		$272K Buy
+9,661
New +$268K 0.01% 1007

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp's FBCV Position: Q4 2023 in Review

Sigma Planning Corp sold out of Fidelity Blue Chip Value ETF (FBCV) in Q4 2023, closing a stake of 7,608 shares — an estimated $209K sold.

Sigma Planning Corp first reported a position in FBCV in Q4 2022 and held it in 4 quarters. The position peaked at $272K in Q4 2022. 20 funds tracked by Wall St. Rank hold FBCV as of Q4 2023.

  • Sigma Planning Corp reported no remaining Fidelity Blue Chip Value ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 7,608 Fidelity Blue Chip Value ETF shares in Q4 2023, an estimated $209K.
  • Sigma Planning Corp first reported a position in Fidelity Blue Chip Value ETF in Q4 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Fidelity Blue Chip Value ETF position peaked at $272K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.