Ahrens Investment Partners’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$109K	Buy	+2,300	New	+$107K	0.05%	209
2022 Q3	–	Sell	-300	Closed	-$14K	–	415
2022 Q2	$14K	Hold	300	–	–	0.01%	575
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	630
2021 Q4	$16K	Buy	+300	New	+$16.6K	0.01%	627

Other funds holding FDHY

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Ahrens Investment Partners's FDHY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Fidelity High Yield Factor ETF (FDHY) in Q1 2023: 2,300 shares worth $109K. The stake represents 0.05% of the portfolio and ranks #209 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FDHY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FDHY in Q4 2021 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold FDHY as of Q1 2023.

Ahrens Investment Partners held 2,300 shares of Fidelity High Yield Factor ETF worth $109K as of Q1 2023.
Fidelity High Yield Factor ETF was a new Ahrens Investment Partners position in Q1 2023.
Fidelity High Yield Factor ETF made up 0.05% of Ahrens Investment Partners's portfolio in Q1 2023, its #209 holding.
Ahrens Investment Partners first reported a position in Fidelity High Yield Factor ETF in Q4 2021 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.