Lighthouse Financial’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Lighthouse Financial’s Portfolio FYEE Stock Details FYEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$379K	Buy	+12,758	New	+$380K	0.17%	68

Other funds holding FYEE

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lighthouse Financial's FYEE Position: Q3 2026 in Review

Lighthouse Financial opened a new position in Fidelity Yield Enhanced Equity ETF (FYEE) in Q3 2026: 12,758 shares worth $379K. The stake represents 0.17% of the portfolio and ranks #68 among its holdings.

21 funds tracked by Wall St. Rank hold FYEE as of Q3 2026.

Lighthouse Financial held 12,758 shares of Fidelity Yield Enhanced Equity ETF worth $379K as of Q3 2026.
Fidelity Yield Enhanced Equity ETF was a new Lighthouse Financial position in Q3 2026.
Fidelity Yield Enhanced Equity ETF made up 0.17% of Lighthouse Financial's portfolio in Q3 2026, its #68 holding.
21 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.