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Blue Trust Inc’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Blue Trust Inc’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
2022
Q4 		– Sell
-100
Closed -$5K – 2307
2022
Q3 		$5K Buy
+100
New +$4.68K ﹤0.01% 1565

Other funds holding FDHY

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Blue Trust Inc's FDHY Position: Q4 2022 in Review

Blue Trust Inc sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2022, closing a stake of 100 shares — an estimated $5K sold.

Blue Trust Inc first reported a position in FDHY in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 49 funds tracked by Wall St. Rank hold FDHY as of Q4 2022.

  • Blue Trust Inc reported no remaining Fidelity High Yield Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Trust Inc sold 100 Fidelity High Yield Factor ETF shares in Q4 2022, an estimated $5K.
  • Blue Trust Inc first reported a position in Fidelity High Yield Factor ETF in Q3 2022 and held it in 1 quarter.
  • Blue Trust Inc's Fidelity High Yield Factor ETF position peaked at $5K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2022.

Based on Blue Trust Inc's 13F filing for Q4 2022, filed 17 Jan 2023.