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1834 Investment Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

1834 Investment Advisors’s Portfolio FDHY Stock Details FDHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-440
Closed -$20K – 283
2022
Q2 		$20K Buy
+440
New +$21.3K ﹤0.01% 341

Other funds holding FDHY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

1834 Investment Advisors's FDHY Position: Q3 2022 in Review

1834 Investment Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2022, closing a stake of 440 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in FDHY in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 37 funds tracked by Wall St. Rank hold FDHY as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 440 Fidelity High Yield Factor ETF shares in Q3 2022, an estimated $20K.
  • 1834 Investment Advisors first reported a position in Fidelity High Yield Factor ETF in Q2 2022 and held it in 1 quarter.
  • 1834 Investment Advisors's Fidelity High Yield Factor ETF position peaked at $20K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.