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Fidelity Blue Chip Value ETF (FBCV) Institutional Ownership

Fidelity Blue Chip Value ETF logo
$34.14 +3.13 (+10.08%)
Closing price 09/12/2025 03:57 PM Eastern
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$34.14 0.00 (0.00%)
As of 09/12/2025 07:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Value ETF (BATS:FBCV)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$16.67M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.26M
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FBCV Institutional Buying and Selling by Quarter

Fidelity Blue Chip Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.2,759$90K0.0%+151.3%0.070%
8/27/2025 Orion Porfolio Solutions LLC6,921$227K0.0%-28.0%0.176%
8/15/2025 Florida Financial Advisors LLC6,921$227K0.1%-26.4%0.176%
8/15/2025 Orion Porfolio Solutions LLC6,921$227K0.0%-28.0%0.176%
8/14/2025 Florida Financial Advisors LLC6,921$227K0.2%-26.4%0.176%
8/13/2025 Northwestern Mutual Wealth Management Co.885$29K0.0%+145.2%0.023%
8/8/2025 Cetera Investment Advisers8,987$294K0.0%N/A0.229%
8/1/2025 Envestnet Asset Management Inc.30,191$988K0.0%-26.9%0.768%
7/18/2025 Truist Financial Corp15,452$506K0.0%-3.2%0.393%
7/14/2025 AdvisorNet Financial Inc3,951$129K0.0%N/A0.101%
7/7/2025 Roxbury Financial LLC4,132$135K0.1%+11.9%0.105%
5/15/2025Royal Bank of Canada19,070$610K0.0%+4,045.7%0.477%
5/12/2025National Bank of Canada FI27,666$885K0.0%+12.2%0.692%
5/9/2025MWA Asset Management6,304$202K0.1%N/A0.158%
5/5/2025Kestra Private Wealth Services LLC49,670$1.59M0.0%+14.5%1.242%
5/2/2025Cullen Frost Bankers Inc.12,554$401K0.0%+725.9%0.314%
5/1/2025Florida Financial Advisors LLC9,399$301K0.1%-13.9%0.235%
5/1/2025CWM LLC20,628$660K0.0%+116.8%0.516%
4/29/2025Envestnet Asset Management Inc.41,318$1.32M0.0%+114.3%1.033%
4/9/2025Roxbury Financial LLC3,693$120K0.1%+1,087.5%0.092%
2/17/2025CoreCap Advisors LLC4,494$142K0.0%+77.3%0.108%
2/17/2025Citadel Advisors LLC6,648$210K0.0%N/A0.160%
2/13/2025Envestnet Asset Management Inc.19,277$609K0.0%-33.7%0.465%
2/12/2025National Bank of Canada FI24,666$780K0.0%+105.6%0.594%
2/12/2025Orion Portfolio Solutions LLC12,035$380K0.0%+8.5%0.290%
2/12/2025Florida Financial Advisors LLC10,911$345K0.2%+8.1%0.263%
2/10/2025Commonwealth Equity Services LLC430,970$13.62M0.0%+7.2%10.385%
2/6/2025Cullen Frost Bankers Inc.1,520$48K0.0%+30.0%0.037%
2/6/2025Proficio Capital Partners LLC178,444$5.64M0.1%N/A4.300%
2/5/2025Proficio Capital Partners LLC178,444$5.64M0.0%N/A4.300%
1/28/2025Kestra Private Wealth Services LLC43,384$1.37M0.0%+14.3%1.045%
11/18/2024Sunbelt Securities Inc.5,460$178K0.0%+14.9%0.132%
11/15/2024Orion Portfolio Solutions LLC11,090$362K0.0%+13.8%0.267%
11/15/2024National Bank of Canada FI12,000$392K0.0%-5.0%0.289%
11/13/2024FMR LLC6,403$209K0.0%+107.4%0.154%
11/8/2024MWA Asset Management6,544$214K0.1%N/A0.158%
10/22/2024Private Advisor Group LLC9,384$307K0.0%-34.3%0.226%
10/8/2024CWM LLC6,180$202K0.0%+72.1%0.149%
7/31/2024Commonwealth Equity Services LLC377,761$11.34M0.0%+8.4%9.103%
7/24/2024Traynor Capital Management Inc.87,238$2.62M0.2%N/A2.102%
7/24/2024&PARTNERS96,831$2.91M0.1%-1.1%2.333%
7/11/2024Pacifica Partners Inc.1,000$30K0.0%N/A0.024%
7/10/2024CWM LLC3,590$108K0.0%+11.6%0.087%
5/2/2024Lincoln National Corp113,062$3.53M0.1%+0.6%2.738%
4/30/2024Private Advisor Group LLC17,429$544K0.0%N/A0.422%
4/29/2024Commonwealth Equity Services LLC348,441$10.88M0.0%+5.4%8.437%
4/11/2024&PARTNERS97,931$3.06M0.4%+1.8%2.418%
2/6/2024Lincoln National Corp112,346$3.28M0.1%N/A2.774%
2/6/2024National Bank of Canada FI12,634$370K0.0%N/A0.312%
2/5/2024Kestra Private Wealth Services LLC41,822$1.22M0.0%+67.7%1.033%
2/2/2024Atria Wealth Solutions Inc.10,710$313K0.0%-94.8%0.264%
1/9/2024&PARTNERS96,213$2.81M0.7%-3.1%2.376%
11/8/2023Atria Wealth Solutions Inc.206,178$5.67M0.1%+2.6%5.091%
11/8/2023Kestra Private Wealth Services LLC24,946$686K0.0%-19.1%0.616%
11/1/2023Orion Portfolio Solutions LLC7,468$205K0.0%N/A0.184%
10/23/2023Commonwealth Equity Services LLC290,378$7.99M0.0%-6.9%7.170%
10/6/2023&PARTNERS99,253$2.73M1.2%-2.3%2.451%
8/10/2023Commonwealth Equity Services LLC311,997$8.70M0.0%-39.2%7.704%
8/8/2023Kestra Private Wealth Services LLC30,845$860K0.0%-18.7%0.762%
8/3/2023Atria Wealth Solutions Inc.200,858$5.60M0.1%+23.8%4.959%
8/2/2023Sigma Planning Corp7,611$212K0.0%-14.8%0.188%
7/13/2023Cambridge Investment Research Advisors Inc.9,929$277K0.0%-13.8%0.245%
7/5/2023Wiley BROS. Aintree Capital LLC101,583$2.83M1.3%-2.4%2.508%
5/11/2023Commonwealth Equity Services LLC513,491$13.99M0.0%-8.4%12.679%
5/8/2023Sigma Planning Corp8,937$244K0.0%-7.5%0.221%
4/6/2023Wiley BROS. Aintree Capital LLC104,080$2.84M1.4%+1.2%2.570%
2/13/2023Atria Wealth Solutions Inc.162,223$4.57M0.1%N/A0.000%
2/8/2023Lincoln National Corp13,445$379K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC560,703$15.79M0.0%+139.7%0.000%
2/1/2023Kestra Private Wealth Services LLC32,144$905K0.0%-3.6%0.000%
1/31/2023Kestra Advisory Services LLC13,996$394K0.0%-35.1%0.000%
1/24/2023Sigma Planning Corp9,661$272K0.0%N/A0.000%
1/10/2023Wiley BROS. Aintree Capital LLC102,862$2.90M1.4%N/A0.000%
11/15/2022Commonwealth Equity Services LLC233,960$5.91M0.0%+24.5%0.000%
11/7/2022Spire Wealth Management4,260$108K0.0%-46.7%0.000%
11/1/2022Kestra Advisory Services LLC21,566$544K0.0%+118.1%0.000%
8/15/2022Kestra Private Wealth Services LLC26,954$724K0.0%+18.6%0.000%
8/3/2022Envestnet Asset Management Inc.21,877$588K0.0%N/A0.000%
7/22/2022Spire Wealth Management7,992$215K0.0%+11.9%0.000%
7/22/2022Truist Financial Corp17,555$472K0.0%N/A0.000%
7/19/2022Commonwealth Equity Services LLC187,944$5.05M0.0%+288.5%0.000%
7/15/2022Investmark Advisory Group LLC9,005$241K0.2%-62.6%0.000%
5/26/2022Kestra Private Wealth Services LLC22,726$668K0.0%+42.5%0.000%
5/4/2022Commonwealth Equity Services LLC48,383$1.42M0.0%+23.4%0.000%
4/26/2022Kestra Advisory Services LLC8,301$244K0.0%N/A0.000%
4/18/2022Spire Wealth Management7,139$210K0.0%-20.2%0.000%
1/31/2022Commonwealth Equity Services LLC39,214$1.15M0.0%+24.3%0.000%
1/27/2022Janney Montgomery Scott LLC6,900$203K0.0%N/A0.000%
1/21/2022Kestra Private Wealth Services LLC15,947$469K0.0%-4.6%0.000%
1/14/2022Spire Wealth Management8,943$263K0.0%+6.5%0.000%
10/29/2021Commonwealth Equity Services LLC31,552$879K0.0%+47.5%0.000%
10/22/2021Spire Wealth Management8,397$234K0.0%+99.7%0.000%
10/21/2021Kestra Private Wealth Services LLC16,724$466K0.0%+7.9%0.000%
8/16/2021Royal Bank of Canada18,968$536K0.0%-4.7%0.000%
8/11/2021Commonwealth Equity Services LLC21,398$604K0.0%+83.7%0.000%
8/11/2021Susquehanna International Group LLP7,880$223K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FBCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBCV shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Fidelity Blue Chip Value ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($13.62M), Proficio Capital Partners LLC ($5.64M), Lincoln National Corp ($3.53M), &PARTNERS ($2.91M), Traynor Capital Management Inc. ($2.62M), Kestra Private Wealth Services LLC ($1.59M), and Envestnet Asset Management Inc. ($988K).Learn more on Fidelity Blue Chip Value ETF's institutional investors.

Which institutional investors have been buying Fidelity Blue Chip Value ETF's stock?

Of the 26 institutional investors that purchased Fidelity Blue Chip Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($356.89K), Lincoln National Corp ($113.06K), Traynor Capital Management Inc. ($87.24K), Commonwealth Equity Services LLC ($76.08K), Kestra Private Wealth Services LLC ($28.59K), National Bank of Canada FI ($28.30K), and Envestnet Asset Management Inc. ($22.04K).

How much institutional buying is happening at Fidelity Blue Chip Value ETF?

Institutional investors have bought a total of 526,539 shares in the last 24 months. This purchase volume represents approximately $16.67M in transactions.

Which of Fidelity Blue Chip Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold Fidelity Blue Chip Value ETF stock in the last 24 months: Envestnet Asset Management Inc. ($20.95K), Florida Financial Advisors LLC ($6.47K), Orion Porfolio Solutions LLC ($5.40K), Private Advisor Group LLC ($4.90K), National Bank of Canada FI ($634.00), and Truist Financial Corp ($503.00).

How much institutional selling is happening at Fidelity Blue Chip Value ETF?

Institutional investors have sold a total of 38,847 shares in the last 24 months. This volume of shares sold represents approximately $1.26M in transactions.


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This page (BATS:FBCV) was last updated on 9/13/2025 by MarketBeat.com Staff
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