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 Q1	$6.47K	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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 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 $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Root Financial Partners's FIVA Position: Q1 2026 in Review

Root Financial Partners held its Fidelity International Value Factor ETF (FIVA) position steady in Q1 2026 at 186 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Root Financial Partners first reported a position in FIVA in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q3 2025. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

Root Financial Partners held 186 shares of Fidelity International Value Factor ETF worth $6.47K as of Q1 2026.
Root Financial Partners left its Fidelity International Value Factor ETF share count unchanged in Q1 2026.
Fidelity International Value Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1851 holding.
Root Financial Partners first reported a position in Fidelity International Value Factor ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Fidelity International Value Factor ETF position peaked at $13.6K in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.