Evergreen Wealth Solutions
FDHY icon

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
Q2 		$269K Buy
5,479
+147
+3% +$7.23K 0.01% 443
2026
Q1 		$259K Buy
+5,332
New +$263K 0.02% 354

Other funds holding FDHY

LPL Financial
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Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Geneva Partners
Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BG Investment Services
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Evergreen Wealth Solutions's FDHY Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Fidelity High Yield Factor ETF (FDHY) stake by 2.8% in Q2 2026, buying an estimated $7.23K and bringing the position to 5,479 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #443.

Evergreen Wealth Solutions first reported a position in FDHY in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

  • Evergreen Wealth Solutions held 5,479 shares of Fidelity High Yield Factor ETF worth $269K as of Q2 2026.
  • Evergreen Wealth Solutions bought 147 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $7.23K.
  • Fidelity High Yield Factor ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #443 holding.
  • Evergreen Wealth Solutions first reported a position in Fidelity High Yield Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.