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3EDGE Asset Management’s Fidelity Value Factor ETF FVAL Stock Holding History

3EDGE Asset Management’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,527
Closed -$523K – 39
2020
Q2 		$523K Buy
+15,527
New +$496K 0.06% 21

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HF
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KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

3EDGE Asset Management's FVAL Position: Q3 2020 in Review

3EDGE Asset Management sold out of Fidelity Value Factor ETF (FVAL) in Q3 2020, closing a stake of 15,527 shares — an estimated $523K sold.

3EDGE Asset Management first reported a position in FVAL in Q2 2020 and held it in 1 quarter. The position peaked at $523K in Q2 2020. 36 funds tracked by Wall St. Rank hold FVAL as of Q3 2020.

  • 3EDGE Asset Management reported no remaining Fidelity Value Factor ETF position as of Q3 2020 after selling out during the quarter.
  • 3EDGE Asset Management sold 15,527 Fidelity Value Factor ETF shares in Q3 2020, an estimated $523K.
  • 3EDGE Asset Management first reported a position in Fidelity Value Factor ETF in Q2 2020 and held it in 1 quarter.
  • 3EDGE Asset Management's Fidelity Value Factor ETF position peaked at $523K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2020.

Based on 3EDGE Asset Management's 13F filing for Q3 2020, filed 14 Oct 2020.