BFC Planning, Inc.’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

BFC Planning, Inc.’s Portfolio FYEE Stock Details FYEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289	Buy	+10	New	+$289	﹤0.01%	3299

Other funds holding FYEE

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

TBH Global Asset Management Brentwood, Tennessee $571M AUM 20.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s FYEE Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Fidelity Yield Enhanced Equity ETF (FYEE) in Q2 2026: 10 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #3299 among its holdings.

55 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

BFC Planning, Inc. held 10 shares of Fidelity Yield Enhanced Equity ETF worth $289 as of Q2 2026.
Fidelity Yield Enhanced Equity ETF was a new BFC Planning, Inc. position in Q2 2026.
Fidelity Yield Enhanced Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3299 holding.
55 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.