Mariner
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Mariner’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Mariner’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
Q3 		– Sell
-4,645
Closed -$216K – 2942
2023
Q2 		$216K Buy
+4,645
New +$217K ﹤0.01% 2402

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner's FDHY Position: Q3 2023 in Review

Mariner sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2023, closing a stake of 4,645 shares — an estimated $216K sold.

Mariner first reported a position in FDHY in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 45 funds tracked by Wall St. Rank hold FDHY as of Q3 2023.

  • Mariner reported no remaining Fidelity High Yield Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Mariner sold 4,645 Fidelity High Yield Factor ETF shares in Q3 2023, an estimated $216K.
  • Mariner first reported a position in Fidelity High Yield Factor ETF in Q2 2023 and held it in 1 quarter.
  • Mariner's Fidelity High Yield Factor ETF position peaked at $216K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2023.

Based on Mariner's 13F filing for Q3 2023, filed 13 Nov 2023.