Action Point Financial Planning’s Fidelity Value Factor ETF FVAL Stock Holding History

Action Point Financial Planning’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
2026 Q2	$4.6K	Buy	+59	New	+$4.51K	﹤0.01%	1857

Other funds holding FVAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's FVAL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Value Factor ETF (FVAL) in Q2 2026: 59 shares worth $4.6K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings.

158 funds tracked by Wall St. Rank hold FVAL as of Q2 2026.

Action Point Financial Planning held 59 shares of Fidelity Value Factor ETF worth $4.6K as of Q2 2026.
Fidelity Value Factor ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity Value Factor ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1857 holding.
158 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.