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Creative Financial Designs’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Creative Financial Designs’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
2024
Q2 		– Sell
-16
Closed -$768 – 1669
2024
Q1 		$768 Sell
16
-13
-45% -$623 ﹤0.01% 1575
2023
Q4 		$1.39K Sell
29
-5,550
-99% -$257K ﹤0.01% 1470
2023
Q3 		$255K Buy
5,579
+1,569
+39% +$72.9K 0.03% 297
2023
Q2 		$187K Buy
4,010
+487
+14% +$22.7K 0.02% 352
2023
Q1 		$166K Sell
3,523
-173
-5% -$8.08K 0.02% 364
2022
Q4 		$170K Sell
3,696
-401
-10% -$18.4K 0.03% 344
2022
Q3 		$181K Sell
4,097
-572
-12% -$26.7K 0.03% 310
2022
Q2 		$212K Buy
4,669
+9
+0.2% +$435 0.03% 283
2022
Q1 		$238K Sell
4,660
-62
-1% -$3.23K 0.04% 270
2021
Q4 		$258K Buy
4,722
+62
+1% +$3.43K 0.04% 266
2021
Q3 		$261K Buy
4,660
+6
+0.1% +$337 0.04% 264
2021
Q2 		$260K Buy
4,654
+103
+2% +$5.72K 0.05% 259
2021
Q1 		$251K Buy
4,551
+153
+3% +$8.46K 0.05% 245
2020
Q4 		$244K Buy
4,398
+646
+17% +$35.5K 0.05% 232
2020
Q3 		$201K Buy
+3,752
New +$202K 0.05% 237

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
GCIM
Gunn & Company Investment Management Jacksonville, Florida $145M AUM 28.52% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Creative Financial Designs's FDHY Position: Q2 2024 in Review

Creative Financial Designs sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2024, closing a stake of 16 shares — an estimated $768 sold.

Creative Financial Designs first reported a position in FDHY in Q3 2020 and held it in 15 quarters. The position peaked at $261K in Q3 2021. 59 funds tracked by Wall St. Rank hold FDHY as of Q2 2024.

  • Creative Financial Designs reported no remaining Fidelity High Yield Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 16 Fidelity High Yield Factor ETF shares in Q2 2024, an estimated $768.
  • Creative Financial Designs first reported a position in Fidelity High Yield Factor ETF in Q3 2020 and held it in 15 quarters.
  • Creative Financial Designs's Fidelity High Yield Factor ETF position peaked at $261K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.