Jones Financial Companies
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Jones Financial Companies’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Jones Financial Companies’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 		$284K Buy
5,882
+5,093
+646% +$251K ﹤0.01% 2265
2025
Q4 		$38.9K Buy
+789
New +$38.8K ﹤0.01% 2647

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

Jones Financial Companies's FDHY Position: Q1 2026 in Review

Jones Financial Companies increased its Fidelity High Yield Factor ETF (FDHY) stake by 646% in Q1 2026, buying an estimated $251K and bringing the position to 5,882 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Jones Financial Companies first reported a position in FDHY in Q4 2025 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

  • Jones Financial Companies held 5,882 shares of Fidelity High Yield Factor ETF worth $284K as of Q1 2026.
  • Jones Financial Companies bought 5,093 Fidelity High Yield Factor ETF shares in Q1 2026, an estimated $251K.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2265 holding.
  • Jones Financial Companies first reported a position in Fidelity High Yield Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.