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CFO4Life’s Fidelity Value Factor ETF FVAL Stock Holding History

CFO4Life’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
2022
Q4 		$8.67M Buy
+197,611
New +$8.69M 1.84% 14

Other funds holding FVAL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

CFO4Life's FVAL Position: Q4 2022 in Review

CFO4Life opened a new position in Fidelity Value Factor ETF (FVAL) in Q4 2022: 197,611 shares worth $8.67M. The stake represents 1.84% of the portfolio and ranks #14 among its holdings.

90 funds tracked by Wall St. Rank hold FVAL as of Q4 2022.

  • CFO4Life held 197,611 shares of Fidelity Value Factor ETF worth $8.67M as of Q4 2022.
  • Fidelity Value Factor ETF was a new CFO4Life position in Q4 2022.
  • Fidelity Value Factor ETF made up 1.84% of CFO4Life's portfolio in Q4 2022, its #14 holding.
  • 90 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.