Arete Wealth Advisors
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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
Q3 		– Sell
-7,860
Closed -$384K – 472
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 $468B AUM 17.69% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BG Investment Services
BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Arete Wealth Advisors's FDHY Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2025, closing a stake of 7,860 shares — an estimated $384K sold.

Arete Wealth Advisors first reported a position in FDHY in Q1 2025 and held it in 2 quarters. The position peaked at $384K in Q2 2025. 66 funds tracked by Wall St. Rank hold FDHY as of Q3 2025.

  • Arete Wealth Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,860 Fidelity High Yield Factor ETF shares in Q3 2025, an estimated $384K.
  • Arete Wealth Advisors first reported a position in Fidelity High Yield Factor ETF in Q1 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Fidelity High Yield Factor ETF position peaked at $384K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.