Belpointe Asset Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-623	Closed	-$29.4K	–	1480
2023 Q1	$29.4K	Sell	623 -213	-25%	-$9.94K	﹤0.01%	2065
2022 Q4	$38.5K	Buy	+836	New	+$38.3K	﹤0.01%	1769

Other funds holding FDHY

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ASN

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

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Belpointe Asset Management's FDHY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2023, closing a stake of 623 shares — an estimated $29.4K sold.

Belpointe Asset Management first reported a position in FDHY in Q4 2022 and held it in 2 quarters. The position peaked at $38.5K in Q4 2022. 45 funds tracked by Wall St. Rank hold FDHY as of Q2 2023.

Belpointe Asset Management reported no remaining Fidelity High Yield Factor ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 623 Fidelity High Yield Factor ETF shares in Q2 2023, an estimated $29.4K.
Belpointe Asset Management first reported a position in Fidelity High Yield Factor ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Fidelity High Yield Factor ETF position peaked at $38.5K in Q4 2022.
45 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.