Creative Financial Designs’s Fidelity Value Factor ETF FVAL Stock Holding History

Creative Financial Designs’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	$7.03K	Buy	+87	New	+$7.08K	﹤0.01%	1697

Other funds holding FVAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

RFG

RFP Financial Group Atlanta, Georgia $207M AUM 18.56% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Creative Financial Designs's FVAL Position: Q3 2026 in Review

Creative Financial Designs opened a new position in Fidelity Value Factor ETF (FVAL) in Q3 2026: 87 shares worth $7.03K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings.

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

Creative Financial Designs held 87 shares of Fidelity Value Factor ETF worth $7.03K as of Q3 2026.
Fidelity Value Factor ETF was a new Creative Financial Designs position in Q3 2026.
Fidelity Value Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1697 holding.
106 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.