Evergreen Wealth Solutions’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Evergreen Wealth 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
2026 Q1	$259K	Buy	+5,332	New	+$263K	0.02%	354

Other funds holding FDHY

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

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

Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Evergreen Wealth Solutions's FDHY Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Fidelity High Yield Factor ETF (FDHY) in Q1 2026: 5,332 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

Evergreen Wealth Solutions held 5,332 shares of Fidelity High Yield Factor ETF worth $259K as of Q1 2026.
Fidelity High Yield Factor ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Fidelity High Yield Factor ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #354 holding.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.