SWP
FIVA

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

ShoreHaven Wealth 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
Q2 		$245K Buy
+6,361
New +$238K 0.08% 95

Other funds holding FIVA

HAS
Holland Advisory Services Ormond Beach, Florida $90.5M AUM 26.78% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return