Root Financial Partners
FIVA icon

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

Root Financial 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
Q3 		$7.08K Buy
+186
New +$7.31K ﹤0.01% 2083
2026
Q2 		– Sell
-186
Closed -$6.48K – 1379
2026
Q1 		$6.48K Hold
186
– – ﹤0.01% 1851
2025
Q4 		$6.37K Sell
186
-248
-57% -$8.04K ﹤0.01% 1686
2025
Q3 		$13.6K Buy
+434
New +$13.2K ﹤0.01% 1307

Other funds holding FIVA

Commonwealth Equity Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
Holland Advisory Services
Holland Advisory Services Ormond Beach, Florida $95.6M AUM 18.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Root Financial Partners's FIVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity International Value Factor ETF (FIVA) in Q3 2026: 186 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #2083 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIVA as recently as Q1 2026.

Root Financial Partners first reported a position in FIVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q3 2025. 58 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

  • Root Financial Partners held 186 shares of Fidelity International Value Factor ETF worth $7.08K as of Q3 2026.
  • Fidelity International Value Factor ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity International Value Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2083 holding.
  • Root Financial Partners first reported a position in Fidelity International Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Fidelity International Value Factor ETF position peaked at $13.6K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.