AFG
FIVA

Atomi Financial Group’s Fidelity International Value Factor ETF FIVA Stock Holding History

Atomi Financial Group’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 		$1.07M Buy
30,679
+30
+0.1% +$1.08K 0.03% 418
2025
Q4 		$1.05M Buy
+30,649
New +$994K 0.03% 392

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Atomi Financial Group's FIVA Position: Q1 2026 in Review

Atomi Financial Group increased its Fidelity International Value Factor ETF (FIVA) stake by 0.1% in Q1 2026, buying an estimated $1.08K and bringing the position to 30,679 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #418.

Atomi Financial Group first reported a position in FIVA in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

  • Atomi Financial Group held 30,679 shares of Fidelity International Value Factor ETF worth $1.07M as of Q1 2026.
  • Atomi Financial Group bought 30 Fidelity International Value Factor ETF shares in Q1 2026, an estimated $1.08K.
  • Fidelity International Value Factor ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #418 holding.
  • Atomi Financial Group first reported a position in Fidelity International Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.