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

Larson Financial 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 Q1	$48.5K	Hold	1,000	–	–	﹤0.01%	1373
2025 Q4	$49.3K	Hold	1,000	–	–	﹤0.01%	1235
2025 Q3	$49.3K	Hold	1,000	–	–	﹤0.01%	1165
2025 Q2	$48.9K	Hold	1,000	–	–	﹤0.01%	1082
2025 Q1	$48K	Buy	1,000 +200	+25%	+$9.72K	﹤0.01%	1039
2024 Q4	$38.6K	Hold	800	–	–	﹤0.01%	979
2024 Q3	$39.4K	Hold	800	–	–	﹤0.01%	973
2024 Q2	$38.2K	Buy	+800	New	+$38.2K	﹤0.01%	875

Other funds holding FDHY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's FDHY Position: Q1 2026 in Review

Larson Financial Group held its Fidelity High Yield Factor ETF (FDHY) position steady in Q1 2026 at 1,000 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Larson Financial Group first reported a position in FDHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $49.3K in Q4 2025. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

Larson Financial Group held 1,000 shares of Fidelity High Yield Factor ETF worth $48.5K as of Q1 2026.
Larson Financial Group left its Fidelity High Yield Factor ETF share count unchanged in Q1 2026.
Fidelity High Yield Factor ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1373 holding.
Larson Financial Group first reported a position in Fidelity High Yield Factor ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Fidelity High Yield Factor ETF position peaked at $49.3K in Q4 2025.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

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