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

Midwest Financial Network’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 Q2	$629K	Buy	+8,070	New	+$618K	0.43%	66

Other funds holding FVAL

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

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

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

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Midwest Financial Network's FVAL Position: Q2 2026 in Review

Midwest Financial Network opened a new position in Fidelity Value Factor ETF (FVAL) in Q2 2026: 8,070 shares worth $629K. The stake represents 0.43% of the portfolio and ranks #66 among its holdings.

38 funds tracked by Wall St. Rank hold FVAL as of Q2 2026.

Midwest Financial Network held 8,070 shares of Fidelity Value Factor ETF worth $629K as of Q2 2026.
Fidelity Value Factor ETF was a new Midwest Financial Network position in Q2 2026.
Fidelity Value Factor ETF made up 0.43% of Midwest Financial Network's portfolio in Q2 2026, its #66 holding.
38 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.