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

Merit 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
Q2 		$610K Sell
12,447
-6,041
-33% -$297K ﹤0.01% 1378
2026
Q1 		$897K Sell
18,488
-28,049
-60% -$1.38M 0.01% 1034
2025
Q4 		$2.3M Sell
46,537
-9,465
-17% -$466K 0.02% 593
2025
Q3 		$2.76M Buy
+56,002
New +$2.75M 0.03% 466

Other funds holding FDHY

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Merit Financial Group's FDHY Position: Q2 2026 in Review

Merit Financial Group reduced its Fidelity High Yield Factor ETF (FDHY) stake by 33% in Q2 2026, selling an estimated $297K and leaving 12,447 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Merit Financial Group first reported a position in FDHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.76M in Q3 2025. 9 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

  • Merit Financial Group held 12,447 shares of Fidelity High Yield Factor ETF worth $610K as of Q2 2026.
  • Merit Financial Group sold 6,041 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $297K.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1378 holding.
  • Merit Financial Group first reported a position in Fidelity High Yield Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Fidelity High Yield Factor ETF position peaked at $2.76M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.