Financial Management Professionals
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Financial Management Professionals’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Financial Management Professionals’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
Q3 		$56.6K Sell
1,186
-244
-17% -$11.9K 0.01% 275
2026
Q2 		$70.5K Sell
1,430
-63
-4% -$3.1K 0.01% 257
2026
Q1 		$72.9K Sell
1,493
-450,379
-100% -$22.2M 0.01% 228
2025
Q4 		$22.4M Buy
451,872
+43,498
+11% +$2.14M 2.31% 16
2025
Q3 		$20.2M Buy
408,374
+407,369
+40,534% +$20M 2.11% 16
2025
Q2 		$49.4K Sell
1,005
-20
-2% -$959 0.01% 255
2025
Q1 		$49.2K Sell
1,025
-410,821
-100% -$20M 0.01% 263
2024
Q4 		$19.9M Buy
411,846
+17,045
+4% +$832K 2.51% 14
2024
Q3 		$19.5M Buy
394,801
+43,505
+12% +$2.12M 2.42% 16
2024
Q2 		$16.8M Buy
351,296
+40,570
+13% +$1.94M 2.3% 14
2024
Q1 		$14.9M Buy
310,726
+15,493
+5% +$742K 2.2% 14
2023
Q4 		$14.1M Sell
295,233
-21,290
-7% -$986K 2.31% 13
2023
Q3 		$14.5M Buy
316,523
+316,035
+64,761% +$14.7M 2.54% 13
2023
Q2 		$23K Sell
488
-701
-59% -$32.7K ﹤0.01% 374
2023
Q1 		$56K Sell
1,189
-1,244
-51% -$58.1K 0.01% 264
2022
Q4 		$112K Sell
2,433
-1,911
-44% -$87.6K 0.02% 150
2022
Q3 		$192K Buy
4,344
+3,795
+691% +$177K 0.04% 101
2022
Q2 		$25K Hold
549
– – 0.01% 317
2022
Q1 		$28K Sell
549
-2,691
-83% -$140K 0.01% 294
2021
Q4 		$177K Sell
3,240
-297,957
-99% -$16.5M 0.04% 100
2021
Q3 		$16.8M Buy
301,197
+5,403
+2% +$303K 3.89% 9
2021
Q2 		$16.6M Buy
295,794
+7,810
+3% +$434K 4.26% 6
2021
Q1 		$15.9M Sell
287,984
-11,063
-4% -$612K 4.25% 5
2020
Q4 		$16.6M Buy
+299,047
New +$16.4M 4.66% 7

Other funds holding FDHY

BG Investment Services
BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return
Geneva Partners
Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 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
Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Financial Management Professionals's FDHY Position: Q3 2026 in Review

Financial Management Professionals reduced its Fidelity High Yield Factor ETF (FDHY) stake by 17% in Q3 2026, selling an estimated $11.9K and leaving 1,186 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #275.

Financial Management Professionals first reported a position in FDHY in Q4 2020 and has held it in 24 quarters since. The position peaked at $22.4M in Q4 2025. 23 funds tracked by Wall St. Rank hold FDHY as of Q3 2026.

  • Financial Management Professionals held 1,186 shares of Fidelity High Yield Factor ETF worth $56.6K as of Q3 2026.
  • Financial Management Professionals sold 244 Fidelity High Yield Factor ETF shares in Q3 2026, an estimated $11.9K.
  • Fidelity High Yield Factor ETF made up 0.01% of Financial Management Professionals's portfolio in Q3 2026, its #275 holding.
  • Financial Management Professionals first reported a position in Fidelity High Yield Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Professionals's Fidelity High Yield Factor ETF position peaked at $22.4M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.