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FWL Investment Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

FWL Investment Management’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
2025
Q2 		– Sell
-345
Closed -$16.6K – 333
2025
Q1 		$16.6K Sell
345
-1,395
-80% -$67.8K 0.01% 199
2024
Q4 		$84K Sell
1,740
-313
-15% -$15.3K 0.03% 122
2024
Q3 		$101K Buy
+2,053
New +$100K 0.04% 96

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

FWL Investment Management's FDHY Position: Q2 2025 in Review

FWL Investment Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2025, closing a stake of 345 shares — an estimated $16.6K sold.

FWL Investment Management first reported a position in FDHY in Q3 2024 and held it in 3 quarters. The position peaked at $101K in Q3 2024. 64 funds tracked by Wall St. Rank hold FDHY as of Q2 2025.

  • FWL Investment Management reported no remaining Fidelity High Yield Factor ETF position as of Q2 2025 after selling out during the quarter.
  • FWL Investment Management sold 345 Fidelity High Yield Factor ETF shares in Q2 2025, an estimated $16.6K.
  • FWL Investment Management first reported a position in Fidelity High Yield Factor ETF in Q3 2024 and held it in 3 quarters.
  • FWL Investment Management's Fidelity High Yield Factor ETF position peaked at $101K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2025.

Based on FWL Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.