Coppell Advisory Solutions’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-89	Closed	-$4.29K	–	835
2024 Q4	$4.29K	Hold	89	–	–	﹤0.01%	1362
2024 Q3	$4.38K	Sell	89 -10	-10%	-$487	﹤0.01%	1283
2024 Q2	$4.73K	Buy	+99	New	+$4.72K	﹤0.01%	1211
2023 Q4	$479	Buy	+10	New	+$463	﹤0.01%	1518
2023 Q3	–	Sell	-10	Closed	-$462	–	1306
2023 Q2	$462	Buy	+10	New	+$466	﹤0.01%	1235

Other funds holding FDHY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return

EPW

Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

Coppell Advisory Solutions's FDHY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2025, closing a stake of 89 shares — an estimated $4.29K sold.

Coppell Advisory Solutions first reported a position in FDHY in Q2 2023 and held it in 5 quarters. The position peaked at $4.73K in Q2 2024. 61 funds tracked by Wall St. Rank hold FDHY as of Q1 2025.

Coppell Advisory Solutions reported no remaining Fidelity High Yield Factor ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 89 Fidelity High Yield Factor ETF shares in Q1 2025, an estimated $4.29K.
Coppell Advisory Solutions first reported a position in Fidelity High Yield Factor ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Fidelity High Yield Factor ETF position peaked at $4.73K in Q2 2024.
61 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.