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FIVA

&Partners’s Fidelity International Value Factor ETF FIVA Stock Holding History

&Partners’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 		$1.42M Buy
36,475
+14,633
+67% +$528K 0.01% 1099
2025
Q4 		$750K Buy
+21,842
New +$708K ﹤0.01% 1392

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

&Partners's FIVA Position: Q1 2026 in Review

&Partners increased its Fidelity International Value Factor ETF (FIVA) stake by 67% in Q1 2026, buying an estimated $528K and bringing the position to 36,475 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1099.

&Partners first reported a position in FIVA in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

  • &Partners held 36,475 shares of Fidelity International Value Factor ETF worth $1.42M as of Q1 2026.
  • &Partners bought 14,633 Fidelity International Value Factor ETF shares in Q1 2026, an estimated $528K.
  • Fidelity International Value Factor ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1099 holding.
  • &Partners first reported a position in Fidelity International Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.