Focus Financial Network
FIVA icon

Focus Financial Network’s Fidelity International Value Factor ETF FIVA Stock Holding History

Focus Financial Network’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
Q3 		$398K Buy
10,448
+65
+0.6% +$2.55K 0.01% 551
2026
Q2 		$400K Buy
10,383
+1,864
+22% +$69.7K 0.01% 548
2026
Q1 		$297K Buy
+8,519
New +$307K 0.01% 602

Other funds holding FIVA

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Focus Financial Network's FIVA Position: Q3 2026 in Review

Focus Financial Network increased its Fidelity International Value Factor ETF (FIVA) stake by 0.63% in Q3 2026, buying an estimated $2.55K and bringing the position to 10,448 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #551.

Focus Financial Network first reported a position in FIVA in Q1 2026 and has held it in 3 quarters since. The position peaked at $400K in Q2 2026. 18 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

  • Focus Financial Network held 10,448 shares of Fidelity International Value Factor ETF worth $398K as of Q3 2026.
  • Focus Financial Network bought 65 Fidelity International Value Factor ETF shares in Q3 2026, an estimated $2.55K.
  • Fidelity International Value Factor ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #551 holding.
  • Focus Financial Network first reported a position in Fidelity International Value Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Focus Financial Network's Fidelity International Value Factor ETF position peaked at $400K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.