Holistic Planning’s Fidelity International Value Factor ETF FIVA Stock Holding History

Holistic Planning’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	$205K	Buy	+5,397	New	+$212K	0.03%	341

Other funds holding FIVA

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Holland Advisory Services Ormond Beach, Florida $95.6M AUM 18.26% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Holistic Planning's FIVA Position: Q3 2026 in Review

Holistic Planning opened a new position in Fidelity International Value Factor ETF (FIVA) in Q3 2026: 5,397 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings.

54 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

Holistic Planning held 5,397 shares of Fidelity International Value Factor ETF worth $205K as of Q3 2026.
Fidelity International Value Factor ETF was a new Holistic Planning position in Q3 2026.
Fidelity International Value Factor ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #341 holding.
54 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.