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Elm3 Financial Group’s Fidelity International Multifactor ETF FDEV Stock Holding History

Elm3 Financial Group’s Portfolio FDEV Stock Details FDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35M Sell
37,258
-1,103
-3% -$41K 0.9% 25
2026
Q2 		$1.36M Buy
38,361
+160
+0.4% +$5.8K 0.93% 28
2026
Q1 		$1.36M Buy
38,201
+446
+1% +$16.1K 1.15% 23
2025
Q4 		$1.31M Sell
37,755
-230
-0.6% -$7.73K 1.08% 23
2025
Q3 		$1.26M Buy
37,985
+1,682
+5% +$55K 1.03% 24
2025
Q2 		$1.18M Buy
36,303
+6,471
+22% +$200K 0.98% 26
2025
Q1 		$876K Buy
+29,832
New +$856K 0.77% 32

Other funds holding FDEV

MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $210M AUM 19.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elm3 Financial Group's FDEV Position: Q3 2026 in Review

Elm3 Financial Group reduced its Fidelity International Multifactor ETF (FDEV) stake by 2.9% in Q3 2026, selling an estimated $41K and leaving 37,258 shares worth $1.35M. The position accounts for 0.9% of the portfolio, ranked #25.

Elm3 Financial Group first reported a position in FDEV in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 7 funds tracked by Wall St. Rank hold FDEV as of Q3 2026.

  • Elm3 Financial Group held 37,258 shares of Fidelity International Multifactor ETF worth $1.35M as of Q3 2026.
  • Elm3 Financial Group sold 1,103 Fidelity International Multifactor ETF shares in Q3 2026, an estimated $41K.
  • Fidelity International Multifactor ETF made up 0.9% of Elm3 Financial Group's portfolio in Q3 2026, its #25 holding.
  • Elm3 Financial Group first reported a position in Fidelity International Multifactor ETF in Q1 2025 and has held it in 7 quarters since.
  • Elm3 Financial Group's Fidelity International Multifactor ETF position peaked at $1.36M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Fidelity International Multifactor ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.