Jones Financial Companies
FIVA

Jones Financial Companies’s Fidelity International Value Factor ETF FIVA Stock Holding History

Jones Financial Companies’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
Q1 		$1.58K Buy
+47
New +$1.7K ﹤0.01% 4216

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Jones Financial Companies's FIVA Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Fidelity International Value Factor ETF (FIVA) in Q1 2026: 47 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #4216 among its holdings.

88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

  • Jones Financial Companies held 47 shares of Fidelity International Value Factor ETF worth $1.58K as of Q1 2026.
  • Fidelity International Value Factor ETF was a new Jones Financial Companies position in Q1 2026.
  • Fidelity International Value Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4216 holding.
  • 88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.