Fidelity Blue Chip Value ETFFBCVETF
13F holders, Q1 2024 (March 31)27holders
1famous investor
$31.21avg. 13F price*
At the end of Q1 2024, 27 institutions reported holding Fidelity Blue Chip Value ETF (FBCV) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($10.9M), Lincoln National Corp. ($3.5M) and &partners ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Blue Chip Value ETF
- CUSIP
- 316092345
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.4M |
| Exits | 3 | $25K |
Ownership 27 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 348,441 | $10.9M |
| Lincoln National Corp. | 0.06% | Add +0.6% | 113,062 | $3.5M |
| &partners | 0.42% | Add +1.8% | 97,931 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -7.0% | 38,889 | $1.2M |
| GTS Securities LLC | 0.02% | Add +16.8% | 22,352 | $698K |
| Citadel Advisors | 0.00% | New | 21,192 | $662K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 17,863 | $558K |
| Private Advisor Group, LLC | 0.00% | New | 17,429 | $544K |
| Truist Financial Corp. | 0.00% | Reduce -8.3% | 15,884 | $496K |
| National Bank of Canada | 0.00% | No change | 12,634 | $388K |
| HighTower Advisors, LLC | 0.00% | Add +30.4% | 11,768 | $367K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 11,605 | $362K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.1% | 10,375 | $324K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 9,429 | $294K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,984 | $280K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,984 | $280K |
| Florida Financial Advisors, LLC | 0.21% | New | 8,963 | $280K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.4% | 7,373 | $230K |
| MWA Asset Management | 0.15% | New | 6,554 | $205K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 4,543 | $142K |
| Cwm, LLC | 0.00% | New | 3,218 | $100K |
| Royal Bank of Canada | 0.00% | Reduce -94.8% | 460 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 319 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 108 | $3K |
| Morgan Stanley | 0.00% | Reduce -43.9% | 101 | $3K |
| Sandy Spring Bank | 0.00% | New | 80 | $2K |
| UBS Group AG | 0.00% | New | 28 | $874 |
"% of holder's portfolio" is FBCV's weight in each manager's 13F, not the share of Fidelity Blue Chip Value ETF the manager owns.