Avantax Advisory Services’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-8,855	Closed	-$427K	–	2260
2024 Q4	$427K	Buy	8,855 +3,894	+78%	+$190K	﹤0.01%	1551
2024 Q3	$245K	Sell	4,961 -248	-5%	-$12.1K	﹤0.01%	1894
2024 Q2	$249K	Buy	5,209 +699	+15%	+$33.4K	﹤0.01%	1818
2024 Q1	$216K	Buy	4,510 +94	+2%	+$4.5K	﹤0.01%	1502
2023 Q4	$212K	Buy	+4,416	New	+$205K	﹤0.01%	1449

Other funds holding FDHY

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FFS

Flavin Financial Services Melbourne, Florida $149M AUM 14.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return

EPW

Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

Avantax Advisory Services's FDHY Position: Q1 2025 in Review

Avantax Advisory Services sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2025, closing a stake of 8,855 shares — an estimated $427K sold.

Avantax Advisory Services first reported a position in FDHY in Q4 2023 and held it in 5 quarters. The position peaked at $427K in Q4 2024. 61 funds tracked by Wall St. Rank hold FDHY as of Q1 2025.

Avantax Advisory Services reported no remaining Fidelity High Yield Factor ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 8,855 Fidelity High Yield Factor ETF shares in Q1 2025, an estimated $427K.
Avantax Advisory Services first reported a position in Fidelity High Yield Factor ETF in Q4 2023 and held it in 5 quarters.
Avantax Advisory Services's Fidelity High Yield Factor ETF position peaked at $427K in Q4 2024.
61 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.