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Advisor Group’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Advisor Group’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
2019
Q4 		$456K Sell
8,556
-4
-0% -$212 ﹤0.01% 1738
2019
Q3 		$451K Buy
8,560
+2,975
+53% +$156K ﹤0.01% 1695
2019
Q2 		$290K Buy
5,585
+4,436
+386% +$228K ﹤0.01% 2026
2019
Q1 		$58K Buy
1,149
+270
+31% +$13.5K ﹤0.01% 3271
2018
Q4 		$42K Buy
+879
New +$43.3K ﹤0.01% 3304

Other funds holding FDHY

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Advisor Group's FDHY Position: Q4 2019 in Review

Advisor Group reduced its Fidelity High Yield Factor ETF (FDHY) stake by 0.05% in Q4 2019, selling an estimated $212 and leaving 8,556 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Advisor Group first reported a position in FDHY in Q4 2018 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold FDHY as of Q4 2019.

  • Advisor Group held 8,556 shares of Fidelity High Yield Factor ETF worth $456K as of Q4 2019.
  • Advisor Group sold 4 Fidelity High Yield Factor ETF shares in Q4 2019, an estimated $212.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1738 holding.
  • Advisor Group first reported a position in Fidelity High Yield Factor ETF in Q4 2018 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.