SIS
FBCV

Sound Income Strategies’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Sound Income Strategies’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
2025
Q3 		– Sell
-69
Closed -$2.26K – 1743
2025
Q2 		$2.26K Hold
69
– – ﹤0.01% 1245
2025
Q1 		$2.19K Buy
69
+1
+1% +$32 ﹤0.01% 1213
2024
Q4 		$2.16K Buy
+68
New +$2.23K ﹤0.01% 1152

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sound Income Strategies's FBCV Position: Q3 2025 in Review

Sound Income Strategies sold out of Fidelity Blue Chip Value ETF (FBCV) in Q3 2025, closing a stake of 69 shares — an estimated $2.26K sold.

Sound Income Strategies first reported a position in FBCV in Q4 2024 and held it in 3 quarters. The position peaked at $2.26K in Q2 2025. 37 funds tracked by Wall St. Rank hold FBCV as of Q3 2025.

  • Sound Income Strategies reported no remaining Fidelity Blue Chip Value ETF position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 69 Fidelity Blue Chip Value ETF shares in Q3 2025, an estimated $2.26K.
  • Sound Income Strategies first reported a position in Fidelity Blue Chip Value ETF in Q4 2024 and held it in 3 quarters.
  • Sound Income Strategies's Fidelity Blue Chip Value ETF position peaked at $2.26K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.