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Moneywise Inc’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Moneywise Inc’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.7M Buy
73,092
+26,470
+57% +$1M 1.18% 25
2025
Q4 		$1.67M Buy
+46,622
New +$1.64M 0.69% 32

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Moneywise Inc's FDLS Position: Q1 2026 in Review

Moneywise Inc increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 57% in Q1 2026, buying an estimated $1M and bringing the position to 73,092 shares worth $2.7M. The position accounts for 1.18% of the portfolio, ranked #25.

Moneywise Inc first reported a position in FDLS in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold FDLS as of Q1 2026.

  • Moneywise Inc held 73,092 shares of Inspire Fidelis Multi Factor ETF worth $2.7M as of Q1 2026.
  • Moneywise Inc bought 26,470 Inspire Fidelis Multi Factor ETF shares in Q1 2026, an estimated $1M.
  • Inspire Fidelis Multi Factor ETF made up 1.18% of Moneywise Inc's portfolio in Q1 2026, its #25 holding.
  • Moneywise Inc first reported a position in Inspire Fidelis Multi Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.