Arkadios Wealth Advisors’s Fidelity International Value Factor ETF FIVA Stock Holding History

Arkadios Wealth Advisors’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$661K	Buy	18,989 +1,287	+7%	+$46.4K	0.01%	978
2025 Q4	$606K	Buy	17,702 +7,630	+76%	+$247K	0.01%	913
2025 Q3	$315K	Buy	+10,072	New	+$306K	0.01%	1138
2021 Q4	–	Sell	-776	Closed	-$18K	–	986
2021 Q3	$18K	Buy	776 +7	+0.9%	+$171	﹤0.01%	1250
2021 Q2	$18K	Buy	769 +7	+0.9%	+$172	﹤0.01%	1326
2021 Q1	$17K	Buy	762 +6	+0.8%	+$138	﹤0.01%	1018
2020 Q4	$16K	Buy	+756	New	+$15.4K	﹤0.01%	822

Other funds holding FIVA

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Arkadios Wealth Advisors's FIVA Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Fidelity International Value Factor ETF (FIVA) stake by 7.3% in Q1 2026, buying an estimated $46.4K and bringing the position to 18,989 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #978.

Arkadios Wealth Advisors first reported a position in FIVA in Q4 2020 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

Arkadios Wealth Advisors held 18,989 shares of Fidelity International Value Factor ETF worth $661K as of Q1 2026.
Arkadios Wealth Advisors bought 1,287 Fidelity International Value Factor ETF shares in Q1 2026, an estimated $46.4K.
Fidelity International Value Factor ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #978 holding.
Arkadios Wealth Advisors first reported a position in Fidelity International Value Factor ETF in Q4 2020 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.