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Atria Investments’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Atria Investments’s Portfolio FYEE Stock Details FYEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Sell
9,411
-17,908
-66% -$513K ﹤0.01% 1853
2025
Q4 		$784K Buy
27,319
+12,929
+90% +$368K 0.01% 1196
2025
Q3 		$403K Buy
+14,390
New +$390K ﹤0.01% 1553

Other funds holding FYEE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Investments's FYEE Position: Q1 2026 in Review

Atria Investments reduced its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 66% in Q1 2026, selling an estimated $513K and leaving 9,411 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Atria Investments first reported a position in FYEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $784K in Q4 2025. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

  • Atria Investments held 9,411 shares of Fidelity Yield Enhanced Equity ETF worth $255K as of Q1 2026.
  • Atria Investments sold 17,908 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $513K.
  • Fidelity Yield Enhanced Equity ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1853 holding.
  • Atria Investments first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Fidelity Yield Enhanced Equity ETF position peaked at $784K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.