MWM
FYLD icon

Modern Wealth Management’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Modern Wealth Management’s Portfolio FYLD Stock Details FYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Sell
68,808
-7,807
-10% -$280K 0.04% 282
2025
Q4 		$2.49M Sell
76,615
-1,659
-2% -$52.6K 0.05% 267
2025
Q3 		$2.44M Sell
78,274
-4,599
-6% -$141K 0.05% 262
2025
Q2 		$2.42M Sell
82,873
-1,723
-2% -$47.4K 0.06% 245
2025
Q1 		$2.28M Buy
84,596
+9,434
+13% +$248K 0.07% 195
2024
Q4 		$1.89M Buy
75,162
+2,145
+3% +$56.6K 0.07% 188
2024
Q3 		$2.03M Buy
+73,017
New +$1.96M 0.12% 112

Other funds holding FYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Modern Wealth Management's FYLD Position: Q1 2026 in Review

Modern Wealth Management reduced its Cambria Foreign Shareholder Yield ETF (FYLD) stake by 10% in Q1 2026, selling an estimated $280K and leaving 68,808 shares worth $2.56M. The position accounts for 0.04% of the portfolio, ranked #282.

Modern Wealth Management first reported a position in FYLD in Q3 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold FYLD as of Q1 2026.

  • Modern Wealth Management held 68,808 shares of Cambria Foreign Shareholder Yield ETF worth $2.56M as of Q1 2026.
  • Modern Wealth Management sold 7,807 Cambria Foreign Shareholder Yield ETF shares in Q1 2026, an estimated $280K.
  • Cambria Foreign Shareholder Yield ETF made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Modern Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q3 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.