Twin Peaks Wealth Advisors’s Fidelity International Value Factor ETF FIVA Stock Holding History

Twin Peaks Wealth Advisors’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	$14.3K	Buy	+411	New	+$14.8K	﹤0.01%	866
2025 Q3	–	Sell	-208	Closed	-$6.36K	–	851
2025 Q2	$6.36K	Buy	+208	New	+$5.79K	﹤0.01%	1176

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 $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 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

Twin Peaks Wealth Advisors's FIVA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fidelity International Value Factor ETF (FIVA) in Q1 2026: 411 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FIVA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FIVA in Q2 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

Twin Peaks Wealth Advisors held 411 shares of Fidelity International Value Factor ETF worth $14.3K as of Q1 2026.
Fidelity International Value Factor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Fidelity International Value Factor ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #866 holding.
Twin Peaks Wealth Advisors first reported a position in Fidelity International Value Factor ETF in Q2 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 Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.