IFP Advisors
FYEE icon

IFP Advisors’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

IFP Advisors’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
Q3 		$235K Buy
7,905
+3,384
+75% +$101K ﹤0.01% 1436
2026
Q2 		$131K Buy
4,521
+2,821
+166% +$81.5K ﹤0.01% 1795
2026
Q1 		$46.1K Buy
+1,700
New +$48.7K ﹤0.01% 2293

Other funds holding FYEE

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Global Trust Asset Management
Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors's FYEE Position: Q3 2026 in Review

IFP Advisors increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 75% in Q3 2026, buying an estimated $101K and bringing the position to 7,905 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

IFP Advisors first reported a position in FYEE in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold FYEE as of Q3 2026.

  • IFP Advisors held 7,905 shares of Fidelity Yield Enhanced Equity ETF worth $235K as of Q3 2026.
  • IFP Advisors bought 3,384 Fidelity Yield Enhanced Equity ETF shares in Q3 2026, an estimated $101K.
  • Fidelity Yield Enhanced Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1436 holding.
  • IFP Advisors first reported a position in Fidelity Yield Enhanced Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.