Creative Planning
FDHY icon

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

Creative Planning’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
-5,745
Closed -$277K – 3551
2024
Q4 		$277K Buy
+5,745
New +$281K ﹤0.01% 2727

Other funds holding FDHY

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
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D
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

Creative Planning's FDHY Position: Q1 2025 in Review

Creative Planning sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2025, closing a stake of 5,745 shares — an estimated $277K sold.

Creative Planning first reported a position in FDHY in Q4 2024 and held it in 1 quarter. The position peaked at $277K in Q4 2024. 61 funds tracked by Wall St. Rank hold FDHY as of Q1 2025.

  • Creative Planning reported no remaining Fidelity High Yield Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 5,745 Fidelity High Yield Factor ETF shares in Q1 2025, an estimated $277K.
  • Creative Planning first reported a position in Fidelity High Yield Factor ETF in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Fidelity High Yield Factor ETF position peaked at $277K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.