BEI
FIVA

Benjamin Edwards Inc’s Fidelity International Value Factor ETF FIVA Stock Holding History

Benjamin Edwards Inc’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 		$1.2M Buy
34,445
+4,405
+15% +$159K 0.01% 688
2025
Q4 		$1.03M Hold
30,040
– – 0.01% 701
2025
Q3 		$940K Buy
30,040
+19,440
+183% +$590K 0.01% 714
2025
Q2 		$311K Buy
+10,600
New +$295K ﹤0.01% 983

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

Benjamin Edwards Inc's FIVA Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Fidelity International Value Factor ETF (FIVA) stake by 15% in Q1 2026, buying an estimated $159K and bringing the position to 34,445 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #688.

Benjamin Edwards Inc first reported a position in FIVA in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

  • Benjamin Edwards Inc held 34,445 shares of Fidelity International Value Factor ETF worth $1.2M as of Q1 2026.
  • Benjamin Edwards Inc bought 4,405 Fidelity International Value Factor ETF shares in Q1 2026, an estimated $159K.
  • Fidelity International Value Factor ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #688 holding.
  • Benjamin Edwards Inc first reported a position in Fidelity International Value Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.