RIA
MFSV

Regal Investment Advisors’s MFS Active Value ETF MFSV Stock Holding History

Regal Investment Advisors’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$388K Buy
+14,515
New +$397K 0.02% 482

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's MFSV Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in MFS Active Value ETF (MFSV) in Q1 2026: 14,515 shares worth $388K. The stake represents 0.02% of the portfolio and ranks #482 among its holdings.

41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Regal Investment Advisors held 14,515 shares of MFS Active Value ETF worth $388K as of Q1 2026.
  • MFS Active Value ETF was a new Regal Investment Advisors position in Q1 2026.
  • MFS Active Value ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #482 holding.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.