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Bleakley Financial Group’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Bleakley Financial Group’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
Q2 		$5.5M Buy
190,220
+7,194
+4% +$208K 0.07% 223
2026
Q1 		$4.97M Buy
183,026
+4,212
+2% +$121K 0.08% 217
2025
Q4 		$5.13M Buy
+178,814
New +$5.1M 0.09% 179

Other funds holding FYEE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bleakley Financial Group's FYEE Position: Q2 2026 in Review

Bleakley Financial Group increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 3.9% in Q2 2026, buying an estimated $208K and bringing the position to 190,220 shares worth $5.5M. The position accounts for 0.07% of the portfolio, ranked #223.

Bleakley Financial Group first reported a position in FYEE in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

  • Bleakley Financial Group held 190,220 shares of Fidelity Yield Enhanced Equity ETF worth $5.5M as of Q2 2026.
  • Bleakley Financial Group bought 7,194 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $208K.
  • Fidelity Yield Enhanced Equity ETF made up 0.07% of Bleakley Financial Group's portfolio in Q2 2026, its #223 holding.
  • Bleakley Financial Group first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.