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LGT Financial Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

LGT Financial Advisors’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
2024
Q1 		– Sell
-520
Closed -$24.9K – 807
2023
Q4 		$24.9K Hold
520
– – 0.03% 301
2023
Q3 		$23.8K Buy
+520
New +$24.2K 0.03% 307

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

LGT Financial Advisors's FDHY Position: Q1 2024 in Review

LGT Financial Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2024, closing a stake of 520 shares — an estimated $24.9K sold.

LGT Financial Advisors first reported a position in FDHY in Q3 2023 and held it in 2 quarters. The position peaked at $24.9K in Q4 2023. 58 funds tracked by Wall St. Rank hold FDHY as of Q1 2024.

  • LGT Financial Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 520 Fidelity High Yield Factor ETF shares in Q1 2024, an estimated $24.9K.
  • LGT Financial Advisors first reported a position in Fidelity High Yield Factor ETF in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Fidelity High Yield Factor ETF position peaked at $24.9K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.