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Golden State Wealth Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Golden State Wealth 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
2026
Q1 		$46.3K Sell
953
-529
-36% -$26.1K 0.01% 706
2025
Q4 		$73.1K Sell
1,482
-60
-4% -$2.95K 0.01% 595
2025
Q3 		$76K Sell
1,542
-51
-3% -$2.5K 0.01% 567
2025
Q2 		$77.8K Buy
1,593
+953
+149% +$45.7K 0.01% 546
2025
Q1 		$30.7K Buy
640
+4
+0.6% +$194 ﹤0.01% 699
2024
Q4 		$30.7K Buy
+636
New +$31.1K ﹤0.01% 671

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
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
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
GP
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Wealth Management's FDHY Position: Q1 2026 in Review

Golden State Wealth Management reduced its Fidelity High Yield Factor ETF (FDHY) stake by 36% in Q1 2026, selling an estimated $26.1K and leaving 953 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #706.

Golden State Wealth Management first reported a position in FDHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.8K in Q2 2025. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

  • Golden State Wealth Management held 953 shares of Fidelity High Yield Factor ETF worth $46.3K as of Q1 2026.
  • Golden State Wealth Management sold 529 Fidelity High Yield Factor ETF shares in Q1 2026, an estimated $26.1K.
  • Fidelity High Yield Factor ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #706 holding.
  • Golden State Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Fidelity High Yield Factor ETF position peaked at $77.8K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.