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

BNC 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
2020
Q4 		– Sell
-10
Closed -$1K – 227
2020
Q3 		$1K Buy
+10
New +$538 ﹤0.01% 488

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNC Wealth Management's FDHY Position: Q4 2020 in Review

BNC Wealth Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2020, closing a stake of 10 shares — an estimated $1K sold.

BNC Wealth Management first reported a position in FDHY in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 23 funds tracked by Wall St. Rank hold FDHY as of Q4 2020.

  • BNC Wealth Management reported no remaining Fidelity High Yield Factor ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 10 Fidelity High Yield Factor ETF shares in Q4 2020, an estimated $1K.
  • BNC Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Fidelity High Yield Factor ETF position peaked at $1K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.