Madison Wealth Partners’s Fidelity Value Factor ETF FVAL Stock Holding History

Madison Wealth Partners’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 Q1	$224K	Buy	+3,225	New	+$234K	0.04%	198

Other funds holding FVAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Madison Wealth Partners's FVAL Position: Q1 2026 in Review

Madison Wealth Partners opened a new position in Fidelity Value Factor ETF (FVAL) in Q1 2026: 3,225 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

148 funds tracked by Wall St. Rank hold FVAL as of Q1 2026.

Madison Wealth Partners held 3,225 shares of Fidelity Value Factor ETF worth $224K as of Q1 2026.
Fidelity Value Factor ETF was a new Madison Wealth Partners position in Q1 2026.
Fidelity Value Factor ETF made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #198 holding.
148 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.