Fidelity Blue Chip Value ETFFBCVETF
13F holders, Q1 2025 (March 31)32holders +3
5new positions
2sold out
$31.96avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding Fidelity Blue Chip Value ETF (FBCV) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($13.6M), &partners ($3.0M) and Kestra Private Wealth Services, LLC ($1.6M).
- Company
- Fidelity Blue Chip Value ETF
- CUSIP
- 316092345
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 2 | $210K |
All 13F filers, Q4 2024 → Q1 2025: 156,924 shares bought and 22,807 shares sold, net +134,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.1% | 426,128 | $13.6M |
| &partners | 0.03% | Add +0.1% | 93,276 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +14.5% | 49,670 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +114.3% | 41,318 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +203.2% | 38,894 | $1.2M |
| National Bank of Canada | 0.00% | Add +12.2% | 27,666 | $885K |
| GTS Securities LLC | 0.03% | New | 23,070 | $738K |
| Cwm, LLC | 0.00% | Add +116.8% | 20,628 | $660K |
| Royal Bank of Canada | 0.00% | Add +4045.7% | 19,070 | $610K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,814 | $538K |
| Truist Financial Corp. | 0.00% | Add +3.8% | 15,955 | $510K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 14,050 | $449K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +725.9% | 12,554 | $401K |
| HighTower Advisors, LLC | 0.00% | No change | 11,768 | $376K |
| Morgan Stanley | 0.00% | Add +160.9% | 10,779 | $345K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.1% | 9,619 | $308K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -20.1% | 9,619 | $308K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 9,447 | $302K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -13.9% | 9,399 | $301K |
| FMR LLC | 0.00% | Add +6.4% | 9,218 | $295K |
| MWA Asset Management | 0.14% | New | 6,304 | $202K |
| Sunbelt Securities, Inc. | 0.02% | Add +4.0% | 5,686 | $182K |
| CoreCap Advisors, LLC | 0.01% | Add +6.5% | 4,785 | $153K |
| Roxbury Financial LLC | 0.12% | Add +1087.5% | 3,693 | $120K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.9% | 1,098 | $35K |
| Bank of America Corp. | 0.00% | New | 403 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +240.6% | 361 | $12K |
| MAI Capital Management | 0.00% | Add +0.4% | 276 | $9K |
| Assetmark, Inc. | 0.00% | New | 179 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 108 | $3K |
| Sandy Spring Bank | 0.00% | No change | 80 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +1.5% | 69 | $2K |
"% 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.