IFS Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

IFS Advisors’s Portfolio FVAL Stock Details FVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$462K	Buy	+5,720	New	+$465K	0.14%	74

Other funds holding FVAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $207M AUM 18.56% 1-Year Est. Return

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

IFS Advisors's FVAL Position: Q3 2026 in Review

IFS Advisors opened a new position in Fidelity Value Factor ETF (FVAL) in Q3 2026: 5,720 shares worth $462K. The stake represents 0.14% of the portfolio and ranks #74 among its holdings.

122 funds tracked by Wall St. Rank hold FVAL as of Q3 2026.

IFS Advisors held 5,720 shares of Fidelity Value Factor ETF worth $462K as of Q3 2026.
Fidelity Value Factor ETF was a new IFS Advisors position in Q3 2026.
Fidelity Value Factor ETF made up 0.14% of IFS Advisors's portfolio in Q3 2026, its #74 holding.
122 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.