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Newbridge Financial Services Group’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Newbridge Financial Services Group’s Portfolio FYEE Stock Details FYEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$557K Buy
20,534
+4,972
+32% +$142K 0.09% 141
2025
Q4 		$446K Buy
15,562
+9,007
+137% +$257K 0.07% 151
2025
Q3 		$184K Buy
+6,555
New +$178K 0.03% 310

Other funds holding FYEE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Newbridge Financial Services Group's FYEE Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 32% in Q1 2026, buying an estimated $142K and bringing the position to 20,534 shares worth $557K. The position accounts for 0.09% of the portfolio, ranked #141.

Newbridge Financial Services Group first reported a position in FYEE in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

  • Newbridge Financial Services Group held 20,534 shares of Fidelity Yield Enhanced Equity ETF worth $557K as of Q1 2026.
  • Newbridge Financial Services Group bought 4,972 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $142K.
  • Fidelity Yield Enhanced Equity ETF made up 0.09% of Newbridge Financial Services Group's portfolio in Q1 2026, its #141 holding.
  • Newbridge Financial Services Group first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.