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

HB 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 Q3	$318K	Buy	+6,690	New	+$327K	﹤0.01%	1434

Other funds holding FDHY

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

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

BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return

HB Wealth Management's FDHY Position: Q3 2026 in Review

HB Wealth Management opened a new position in Fidelity High Yield Factor ETF (FDHY) in Q3 2026: 6,690 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings.

42 funds tracked by Wall St. Rank hold FDHY as of Q3 2026.

HB Wealth Management held 6,690 shares of Fidelity High Yield Factor ETF worth $318K as of Q3 2026.
Fidelity High Yield Factor ETF was a new HB Wealth Management position in Q3 2026.
Fidelity High Yield Factor ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1434 holding.
42 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2026.

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