LAM Group’s Fidelity High Yield Factor ETF FDHY Stock Holding History

LAM Group’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 Q2	$6.86K	Sell	140 -115	-45%	-$5.65K	﹤0.01%	109
2026 Q1	$12.4K	Buy	+255	New	+$12.6K	0.01%	103
2025 Q1	–	Sell	-265	Closed	-$12.8K	–	96
2024 Q4	$12.8K	Hold	265	–	–	0.01%	99
2024 Q3	$13.1K	Buy	265 +145	+121%	+$7.06K	0.01%	97
2024 Q2	$5.73K	Buy	120 +40	+50%	+$1.91K	﹤0.01%	101
2024 Q1	$3.84K	Buy	80 +20	+33%	+$958	﹤0.01%	105
2023 Q4	$2.88K	Sell	60 -530	-90%	-$24.5K	﹤0.01%	105
2023 Q3	$27K	Buy	590 +50	+9%	+$2.32K	0.03%	70
2023 Q2	$25.1K	Sell	540 -30	-5%	-$1.4K	0.02%	69
2023 Q1	$26.9K	Buy	570 +5	+0.9%	+$233	0.03%	68
2022 Q4	$26K	Buy	+565	New	+$25.9K	0.03%	71

Other funds holding FDHY

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

OFG

OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LAM Group's FDHY Position: Q2 2026 in Review

LAM Group reduced its Fidelity High Yield Factor ETF (FDHY) stake by 45% in Q2 2026, selling an estimated $5.65K and leaving 140 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

LAM Group first reported a position in FDHY in Q4 2022 and has held it in 11 quarters since. The position peaked at $27K in Q3 2023. 29 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

LAM Group held 140 shares of Fidelity High Yield Factor ETF worth $6.86K as of Q2 2026.
LAM Group sold 115 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $5.65K.
Fidelity High Yield Factor ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #109 holding.
LAM Group first reported a position in Fidelity High Yield Factor ETF in Q4 2022 and has held it in 11 quarters since.
LAM Group's Fidelity High Yield Factor ETF position peaked at $27K in Q3 2023.
29 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.