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B. Riley Wealth Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-4,772
Closed -$219K – 1463
2024
Q1 		$219K Buy
+4,772
New +$229K 0.01% 1222
2023
Q4 		– Sell
-4,772
Closed -$219K – 1434
2023
Q3 		$219K Buy
+4,772
New +$222K 0.01% 1222

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
GCIM
Gunn & Company Investment Management Jacksonville, Florida $145M AUM 28.52% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

B. Riley Wealth Advisors's FDHY Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2024, closing a stake of 4,772 shares — an estimated $219K sold.

B. Riley Wealth Advisors first reported a position in FDHY in Q3 2023 and held it in 2 quarters. The position peaked at $219K in Q1 2024. 59 funds tracked by Wall St. Rank hold FDHY as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,772 Fidelity High Yield Factor ETF shares in Q2 2024, an estimated $219K.
  • B. Riley Wealth Advisors first reported a position in Fidelity High Yield Factor ETF in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Fidelity High Yield Factor ETF position peaked at $219K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.