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Fidelity Blue Chip Value ETF (FBCV) Institutional Ownership

Fidelity Blue Chip Value ETF logo
$31.62 +0.31 (+0.99%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Value ETF (BATS:FBCV)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$9.33M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$6.01M
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FBCV Institutional Buying and Selling by Quarter

Fidelity Blue Chip Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.5,460$178K0.0%+14.9%0.132%
11/15/2024 Orion Portfolio Solutions LLC11,090$362K0.0%+13.8%0.267%
11/15/2024 National Bank of Canada FI12,000$392K0.0%-5.0%0.289%
11/13/2024 FMR LLC6,403$209K0.0%+107.4%0.154%
11/8/2024 MWA Asset Management6,544$214K0.1%N/A0.158%
10/22/2024 Private Advisor Group LLC9,384$307K0.0%-34.3%0.226%
10/8/2024 CWM LLC6,180$202K0.0%+72.1%0.149%
7/31/2024Commonwealth Equity Services LLC377,761$11.34M0.0%+8.4%9.103%
7/24/2024 Traynor Capital Management Inc.87,238$2.62M0.2%N/A2.102%
7/24/2024 &PARTNERS96,831$2.91M0.1%-1.1%2.333%
7/11/2024 Pacifica Partners Inc.1,000$30K0.0%N/A0.024%
7/10/2024 CWM LLC3,590$108K0.0%+11.6%0.087%
5/2/2024 Lincoln National Corp113,062$3.53M0.1%+0.6%2.738%
4/30/2024 Private 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%
2/6/2024 Lincoln National Corp112,346$3.28M0.1%N/A2.774%
2/6/2024 National Bank of Canada FI12,634$370K0.0%N/A0.312%
2/5/2024 Kestra Private Wealth Services LLC41,822$1.22M0.0%+67.7%1.033%
2/2/2024 Atria Wealth Solutions Inc.10,710$313K0.0%-94.8%0.264%
1/9/2024 &PARTNERS96,213$2.81M0.7%-3.1%2.376%
11/8/2023 Atria Wealth Solutions Inc.206,178$5.67M0.1%+2.6%5.091%
11/8/2023 Kestra Private Wealth Services LLC24,946$686K0.0%-19.1%0.616%
11/1/2023 Orion 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%
8/8/2023 Kestra Private Wealth Services LLC30,845$860K0.0%-18.7%0.762%
8/3/2023 Atria Wealth Solutions Inc.200,858$5.60M0.1%+23.8%4.959%
8/2/2023 Sigma Planning Corp7,611$212K0.0%-14.8%0.188%
7/13/2023 Cambridge Investment Research Advisors Inc.9,929$277K0.0%-13.8%0.245%
7/5/2023 Wiley 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%
5/8/2023 Sigma Planning Corp8,937$244K0.0%-7.5%0.221%
4/6/2023 Wiley BROS. Aintree Capital LLC104,080$2.84M1.4%+1.2%2.570%
2/13/2023 Atria Wealth Solutions Inc.162,223$4.57M0.1%N/A0.000%
2/8/2023 Lincoln National Corp13,445$379K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC560,703$15.79M0.0%+139.7%0.000%
2/1/2023 Kestra Private Wealth Services LLC32,144$905K0.0%-3.6%0.000%
1/31/2023 Kestra Advisory Services LLC13,996$394K0.0%-35.1%0.000%
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1/24/2023 Sigma Planning Corp9,661$272K0.0%N/A0.000%
1/10/2023 Wiley 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%
11/7/2022 Spire Wealth Management4,260$108K0.0%-46.7%0.000%
11/1/2022 Kestra Advisory Services LLC21,566$544K0.0%+118.1%0.000%
8/15/2022 Kestra Private Wealth Services LLC26,954$724K0.0%+18.6%0.000%
8/3/2022 Envestnet Asset Management Inc.21,877$588K0.0%N/A0.000%
7/22/2022 Spire Wealth Management7,992$215K0.0%+11.9%0.000%
7/22/2022 Truist Financial Corp17,555$472K0.0%N/A0.000%
7/19/2022Commonwealth Equity Services LLC187,944$5.05M0.0%+288.5%0.000%
7/15/2022 Investmark Advisory Group LLC9,005$241K0.2%-62.6%0.000%
5/26/2022 Kestra 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%
4/26/2022 Kestra Advisory Services LLC8,301$244K0.0%N/A0.000%
4/18/2022 Spire Wealth Management7,139$210K0.0%-20.2%0.000%
1/31/2022Commonwealth Equity Services LLC39,214$1.15M0.0%+24.3%0.000%
1/27/2022 Janney Montgomery Scott LLC6,900$203K0.0%N/A0.000%
1/21/2022 Kestra Private Wealth Services LLC15,947$469K0.0%-4.6%0.000%
1/14/2022 Spire Wealth Management8,943$263K0.0%+6.5%0.000%
10/29/2021Commonwealth Equity Services LLC31,552$879K0.0%+47.5%0.000%
10/22/2021 Spire Wealth Management8,397$234K0.0%+99.7%0.000%
10/21/2021 Kestra Private Wealth Services LLC16,724$466K0.0%+7.9%0.000%
8/16/2021 Royal Bank of Canada18,968$536K0.0%-4.7%0.000%
8/11/2021Commonwealth Equity Services LLC21,398$604K0.0%+83.7%0.000%
8/11/2021 Susquehanna International Group LLP7,880$223K0.0%N/A0.000%
8/1/2021 Kestra Private Wealth Services LLC15,493$438K0.0%+55.4%0.000%
5/18/2021 Citadel Advisors LLC17,181$459K0.0%N/A0.000%
5/17/2021 Royal Bank of Canada19,899$532K0.0%N/A0.000%
5/11/2021 Kestra Private Wealth Services LLC9,970$266K0.0%N/A0.000%
5/4/2021Commonwealth Equity Services LLC11,647$311K0.0%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, 18 institutional investors and hedge funds held shares of Fidelity Blue Chip Value ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($11.34M), Lincoln National Corp ($3.53M), &PARTNERS ($2.91M), Wiley BROS. Aintree Capital LLC ($2.83M), Traynor Capital Management Inc. ($2.62M), Kestra Private Wealth Services LLC ($1.22M), and Kestra Advisory Services LLC ($394K).Learn more on FBCV's institutional investors.

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

Of the 16 institutional investors that purchased Fidelity Blue Chip Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($373.83K), Atria Wealth Solutions Inc. ($206.18K), Lincoln National Corp ($126.51K), Wiley BROS. Aintree Capital LLC ($104.08K), Traynor Capital Management Inc. ($87.24K), Private Advisor Group LLC ($17.43K), and Kestra Private Wealth Services LLC ($16.88K).

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

Institutional investors have bought a total of 979,493 shares in the last 24 months. This purchase volume represents approximately $28.11M in transactions.

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

Of the 10 institutional investors that sold Fidelity Blue Chip Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($270.33K), Atria Wealth Solutions Inc. ($195.47K), Kestra Private Wealth Services LLC ($14.22K), Kestra Advisory Services LLC ($7.57K), &PARTNERS ($6.47K), Private Advisor Group LLC ($4.90K), and Wiley BROS. Aintree Capital LLC ($2.50K).

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

Institutional investors have sold a total of 505,717 shares in the last 24 months. This volume of shares sold represents approximately $14.36M in transactions.



This page (BATS:FBCV) was last updated on 12/22/2024 by MarketBeat.com Staff
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