CIBC Private Wealth Group
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CIBC Private Wealth Group’s Fidelity High Yield Factor ETF FDHY Stock Holding History

CIBC Private Wealth Group’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
Q4 		$121K Hold
2,461
– – ﹤0.01% 1419
2025
Q3 		$121K Buy
+2,461
New +$121K ﹤0.01% 1410

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
FFS
Flavin Financial Services Melbourne, Florida $149M AUM 14.79% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $120M AUM 17.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

CIBC Private Wealth Group's FDHY Position: Q4 2025 in Review

CIBC Private Wealth Group held its Fidelity High Yield Factor ETF (FDHY) position steady in Q4 2025 at 2,461 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

CIBC Private Wealth Group first reported a position in FDHY in Q3 2025 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold FDHY as of Q4 2025.

  • CIBC Private Wealth Group held 2,461 shares of Fidelity High Yield Factor ETF worth $121K as of Q4 2025.
  • CIBC Private Wealth Group left its Fidelity High Yield Factor ETF share count unchanged in Q4 2025.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1419 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity High Yield Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.