LAM Group
FDHY icon

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
Q3 		$6.65K Hold
140
– – ﹤0.01% 109
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

BG Investment Services
BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return
Geneva Partners
Geneva Partners Lake Geneva, Wisconsin $334M AUM 112.58% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

LAM Group's FDHY Position: Q3 2026 in Review

LAM Group held its Fidelity High Yield Factor ETF (FDHY) position steady in Q3 2026 at 140 shares worth $6.65K. 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 12 quarters since. The position peaked at $27K in Q3 2023. 27 funds tracked by Wall St. Rank hold FDHY as of Q3 2026.

  • LAM Group held 140 shares of Fidelity High Yield Factor ETF worth $6.65K as of Q3 2026.
  • LAM Group left its Fidelity High Yield Factor ETF share count unchanged in Q3 2026.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #109 holding.
  • LAM Group first reported a position in Fidelity High Yield Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • LAM Group's Fidelity High Yield Factor ETF position peaked at $27K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.