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Arete Wealth Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-6,231
Closed -$307K – 490
2025
Q3 		$307K Sell
6,231
-1,629
-21% -$80K 0.02% 592
2025
Q2 		$384K Buy
7,860
+226
+3% +$10.8K 0.03% 495
2025
Q1 		$367K Buy
+7,634
New +$371K 0.03% 475

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
FFS
Flavin Financial Services Melbourne, Florida $175M AUM 17.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

Arete Wealth Advisors's FDHY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2025, closing a stake of 6,231 shares — an estimated $307K sold.

Arete Wealth Advisors first reported a position in FDHY in Q1 2025 and held it in 3 quarters. The position peaked at $384K in Q2 2025. 72 funds tracked by Wall St. Rank hold FDHY as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,231 Fidelity High Yield Factor ETF shares in Q4 2025, an estimated $307K.
  • Arete Wealth Advisors first reported a position in Fidelity High Yield Factor ETF in Q1 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Fidelity High Yield Factor ETF position peaked at $384K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.