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Avior Wealth Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Avior Wealth Management’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
-107
Closed -$5.16K – 1273
2024
Q4 		$5.16K Hold
107
– – ﹤0.01% 1845
2024
Q3 		$5.28K Hold
107
– – ﹤0.01% 1766
2024
Q2 		$5.11K Hold
107
– – ﹤0.01% 1715
2024
Q1 		$5.14K Hold
107
– – ﹤0.01% 2070
2023
Q4 		$5.13K Hold
107
– – ﹤0.01% 1135
2023
Q3 		$4.89K Hold
107
– – ﹤0.01% 1195
2023
Q2 		$4.98K Sell
107
-266
-71% -$12.4K ﹤0.01% 1167
2023
Q1 		$17.6K Sell
373
-30
-7% -$1.4K ﹤0.01% 968
2022
Q4 		$18.5K Hold
403
– – ﹤0.01% 766
2022
Q3 		$17K Buy
+403
New +$18.8K ﹤0.01% 763

Other funds holding FDHY

LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D
Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

Avior Wealth Management's FDHY Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2025, closing a stake of 107 shares — an estimated $5.16K sold.

Avior Wealth Management first reported a position in FDHY in Q3 2022 and held it in 10 quarters. The position peaked at $18.5K in Q4 2022. 61 funds tracked by Wall St. Rank hold FDHY as of Q1 2025.

  • Avior Wealth Management reported no remaining Fidelity High Yield Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 107 Fidelity High Yield Factor ETF shares in Q1 2025, an estimated $5.16K.
  • Avior Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's Fidelity High Yield Factor ETF position peaked at $18.5K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.