Fidelity Investments
MFSV

Fidelity Investments’s MFS Active Value ETF MFSV Stock Holding History

Fidelity Investments’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27 Buy
+1
New +$27 ﹤0.01% 5339
2025
Q4 		– Sell
-1
Closed -$26 – 5651
2025
Q3 		$26 Buy
+1
New +$26 ﹤0.01% 5299

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments's MFSV Position: Q1 2026 in Review

Fidelity Investments opened a new position in MFS Active Value ETF (MFSV) in Q1 2026: 1 share worth $27. The stake represents ﹤0.01% of the portfolio and ranks #5339 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in MFSV as recently as Q3 2025.

Fidelity Investments first reported a position in MFSV in Q3 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Fidelity Investments held 1 share of MFS Active Value ETF worth $27 as of Q1 2026.
  • MFS Active Value ETF was a new Fidelity Investments position in Q1 2026.
  • MFS Active Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5339 holding.
  • Fidelity Investments first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.