Concurrent Investment Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

Concurrent Investment Advisors’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 Q3	$610K	Buy	+7,558	New	+$615K	﹤0.01%	1431

Other funds holding FVAL

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Beacon Advisors Holdings Austin, Texas $207M AUM 11.67% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Concurrent Investment Advisors's FVAL Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Fidelity Value Factor ETF (FVAL) in Q3 2026: 7,558 shares worth $610K. The stake represents ﹤0.01% of the portfolio and ranks #1431 among its holdings.

49 funds tracked by Wall St. Rank hold FVAL as of Q3 2026.

Concurrent Investment Advisors held 7,558 shares of Fidelity Value Factor ETF worth $610K as of Q3 2026.
Fidelity Value Factor ETF was a new Concurrent Investment Advisors position in Q3 2026.
Fidelity Value Factor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1431 holding.
49 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.