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

EverSource 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 Q1	$9.04K	Buy	186 +3	+2%	+$148	﹤0.01%	2965
2025 Q4	$9.04K	Buy	183 +3	+2%	+$148	﹤0.01%	2852
2025 Q3	$8.89K	Sell	180 -28	-13%	-$1.38K	﹤0.01%	2882
2025 Q2	$10.2K	Buy	208 +4	+2%	+$192	﹤0.01%	2792
2025 Q1	$9.82K	Buy	204 +3	+1%	+$146	﹤0.01%	2116
2024 Q4	$9.7K	Buy	201 +3	+2%	+$146	﹤0.01%	2007
2024 Q3	$9.78K	Buy	198 +2	+1%	+$97	﹤0.01%	1880
2024 Q2	$9.51K	Buy	196 +6	+3%	+$286	﹤0.01%	1887
2024 Q1	$9.01K	Buy	190 +4	+2%	+$192	﹤0.01%	1744
2023 Q4	$8.93K	Buy	+186	New	+$8.62K	﹤0.01%	1604

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

EverSource Wealth Advisors's FDHY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Fidelity High Yield Factor ETF (FDHY) stake by 1.6% in Q1 2026, buying an estimated $148 and bringing the position to 186 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

EverSource Wealth Advisors first reported a position in FDHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2K in Q2 2025. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

EverSource Wealth Advisors held 186 shares of Fidelity High Yield Factor ETF worth $9.04K as of Q1 2026.
EverSource Wealth Advisors bought 3 Fidelity High Yield Factor ETF shares in Q1 2026, an estimated $148.
Fidelity High Yield Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2965 holding.
EverSource Wealth Advisors first reported a position in Fidelity High Yield Factor ETF in Q4 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's Fidelity High Yield Factor ETF position peaked at $10.2K in Q2 2025.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.