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Laurel Wealth Advisors (North Carolina)’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2023
Q2 		– Sell
-1
Closed -$10 – 592
2023
Q1 		$10 Hold
1
– – ﹤0.01% 590
2022
Q4 		$10 Buy
+1
New +$46 ﹤0.01% 568

Other funds holding FDHY

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FDHY Position: Q2 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2023, closing a stake of 1 share — an estimated $10 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FDHY in Q4 2022 and held it in 2 quarters. The position peaked at $10 in Q1 2023. 45 funds tracked by Wall St. Rank hold FDHY as of Q2 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fidelity High Yield Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Fidelity High Yield Factor ETF share in Q2 2023, an estimated $10.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fidelity High Yield Factor ETF in Q4 2022 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fidelity High Yield Factor ETF position peaked at $10 in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 15 Aug 2023.