Ken Fisher
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Ken Fisher’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Ken Fisher’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
2021
Q4 		– Sell
-4,239
Closed -$237K – 979
2021
Q3 		$237K Buy
+4,239
New +$238K ﹤0.01% 842

Other funds holding FDHY

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Ken Fisher's FDHY Position: Q4 2021 in Review

Ken Fisher sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2021, closing a stake of 4,239 shares — an estimated $237K sold.

Ken Fisher first reported a position in FDHY in Q3 2021 and held it in 1 quarter. The position peaked at $237K in Q3 2021. 41 funds tracked by Wall St. Rank hold FDHY as of Q4 2021.

  • Ken Fisher reported no remaining Fidelity High Yield Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Ken Fisher sold 4,239 Fidelity High Yield Factor ETF shares in Q4 2021, an estimated $237K.
  • Ken Fisher first reported a position in Fidelity High Yield Factor ETF in Q3 2021 and held it in 1 quarter.
  • Ken Fisher's Fidelity High Yield Factor ETF position peaked at $237K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2021.

Based on Fisher Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.