Farther Finance Advisors’s Fidelity International Value Factor ETF FIVA Stock Holding History

Farther Finance Advisors’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 Q2	$125K	Sell	3,255 -1,750	-35%	-$65.5K	﹤0.01%	2547
2026 Q1	$177K	Sell	5,005 -2,000	-29%	-$72.1K	﹤0.01%	2102
2025 Q4	$240K	Buy	7,005 +2,500	+55%	+$81K	﹤0.01%	1802
2025 Q3	$141K	Hold	4,505	–	–	﹤0.01%	1830
2025 Q2	$132K	Buy	+4,505	New	+$125K	﹤0.01%	1607

Other funds holding FIVA

HAS

Holland Advisory Services Ormond Beach, Florida $90.5M AUM 26.78% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Farther Finance Advisors's FIVA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidelity International Value Factor ETF (FIVA) stake by 35% in Q2 2026, selling an estimated $65.5K and leaving 3,255 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Farther Finance Advisors first reported a position in FIVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 17 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Farther Finance Advisors held 3,255 shares of Fidelity International Value Factor ETF worth $125K as of Q2 2026.
Farther Finance Advisors sold 1,750 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $65.5K.
Fidelity International Value Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2547 holding.
Farther Finance Advisors first reported a position in Fidelity International Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Fidelity International Value Factor ETF position peaked at $240K in Q4 2025.
17 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.