Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-4,284
Closed -$209K – 5350
2025
Q2 		$209K Buy
+4,284
New +$205K ﹤0.01% 2138

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FFS
Flavin Financial Services Melbourne, Florida $149M AUM 14.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $120M AUM 17.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDHY Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2025, closing a stake of 4,284 shares — an estimated $209K sold.

Carson Wealth (CWM LLC) first reported a position in FDHY in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 67 funds tracked by Wall St. Rank hold FDHY as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Fidelity High Yield Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,284 Fidelity High Yield Factor ETF shares in Q3 2025, an estimated $209K.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity High Yield Factor ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Fidelity High Yield Factor ETF position peaked at $209K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.