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Eagle Wealth Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Eagle Wealth Advisors’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
2026
Q2 		– Sell
-4,943
Closed -$241K – 103
2026
Q1 		$241K Hold
4,943
– – 0.22% 86
2025
Q4 		$245K Buy
+4,943
New +$243K 0.21% 83

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
FFS
Flavin Financial Services Melbourne, Florida $175M AUM 17.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Eagle Wealth Advisors's FDHY Position: Q2 2026 in Review

Eagle Wealth Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2026, closing a stake of 4,943 shares — an estimated $241K sold.

Eagle Wealth Advisors first reported a position in FDHY in Q4 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 75 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

  • Eagle Wealth Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Eagle Wealth Advisors sold 4,943 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $241K.
  • Eagle Wealth Advisors first reported a position in Fidelity High Yield Factor ETF in Q4 2025 and held it in 2 quarters.
  • Eagle Wealth Advisors's Fidelity High Yield Factor ETF position peaked at $245K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.