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Money Concepts Capital’s Fidelity Sustainable High Yield ETF FSYD Stock Holding History

Money Concepts Capital’s Portfolio FSYD Stock Details FSYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$878K Buy
18,040
+4,171
+30% +$203K 0.04% 326
2026
Q1 		$664K Buy
13,869
+5,634
+68% +$274K 0.04% 339
2025
Q4 		$399K Buy
+8,235
New +$399K 0.02% 383

Other funds holding FSYD

PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Money Concepts Capital's FSYD Position: Q2 2026 in Review

Money Concepts Capital increased its Fidelity Sustainable High Yield ETF (FSYD) stake by 30% in Q2 2026, buying an estimated $203K and bringing the position to 18,040 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #326.

Money Concepts Capital first reported a position in FSYD in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold FSYD as of Q2 2026.

  • Money Concepts Capital held 18,040 shares of Fidelity Sustainable High Yield ETF worth $878K as of Q2 2026.
  • Money Concepts Capital bought 4,171 Fidelity Sustainable High Yield ETF shares in Q2 2026, an estimated $203K.
  • Fidelity Sustainable High Yield ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #326 holding.
  • Money Concepts Capital first reported a position in Fidelity Sustainable High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Fidelity Sustainable High Yield ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.