Mutual Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Mutual Advisors’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 Q1	$2.83M	Buy	+58,309	New	+$2.87M	0.06%	299
2024 Q3	–	Sell	-12,201	Closed	-$591K	–	1120
2024 Q2	$591K	Sell	12,201 -4,348	-26%	-$208K	0.02%	642
2024 Q1	$794K	Sell	16,549 -48	-0.3%	-$2.3K	0.03%	553
2023 Q4	$795K	Sell	16,597 -5,897	-26%	-$273K	0.03%	519
2023 Q3	$1.03M	Buy	+22,494	New	+$1.04M	0.04%	415
2023 Q2	–	Sell	-15,991	Closed	-$755K	–	1020
2023 Q1	$755K	Buy	+15,991	New	+$746K	0.03%	506
2021 Q4	–	Sell	-9,419	Closed	-$527K	–	900
2021 Q3	$527K	Buy	+9,419	New	+$528K	0.03%	526

Other funds holding FDHY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FFS

Flavin Financial Services Melbourne, Florida $149M AUM 14.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $120M AUM 17.44% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's FDHY Position: Q1 2026 in Review

Mutual Advisors opened a new position in Fidelity High Yield Factor ETF (FDHY) in Q1 2026: 58,309 shares worth $2.83M. The stake represents 0.06% of the portfolio and ranks #299 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in FDHY as recently as Q2 2024.

Mutual Advisors first reported a position in FDHY in Q3 2021 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

Mutual Advisors held 58,309 shares of Fidelity High Yield Factor ETF worth $2.83M as of Q1 2026.
Fidelity High Yield Factor ETF was a new Mutual Advisors position in Q1 2026.
Fidelity High Yield Factor ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #299 holding.
Mutual Advisors first reported a position in Fidelity High Yield Factor ETF in Q3 2021 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.