Midwest Financial Network
FIVA icon

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

Midwest 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 		$4.6M Buy
120,822
+85,297
+240% +$3.35M 3.13% 4
2026
Q2 		$1.37M Buy
35,525
+18,918
+114% +$708K 0.93% 37
2026
Q1 		$578K Buy
+16,607
New +$599K 0.46% 56

Other funds holding FIVA

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Braeburn Wealth Management
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
Cadent Capital Advisors
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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Align Financial
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
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

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

Midwest Financial Network increased its Fidelity International Value Factor ETF (FIVA) stake by 240% in Q3 2026, buying an estimated $3.35M and bringing the position to 120,822 shares worth $4.6M. The position accounts for 3.13% of the portfolio, ranked #4.

Midwest Financial Network first reported a position in FIVA in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

  • Midwest Financial Network held 120,822 shares of Fidelity International Value Factor ETF worth $4.6M as of Q3 2026.
  • Midwest Financial Network bought 85,297 Fidelity International Value Factor ETF shares in Q3 2026, an estimated $3.35M.
  • Fidelity International Value Factor ETF made up 3.13% of Midwest Financial Network's portfolio in Q3 2026, its #4 holding.
  • Midwest Financial Network first reported a position in Fidelity International Value Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

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