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

NewEdge 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	$29.3K	Buy	604 +3	+0.5%	+$148	﹤0.01%	3088
2025 Q4	$29.6K	Sell	601 -439	-42%	-$21.6K	﹤0.01%	3129
2025 Q3	$51.3K	Buy	1,040 +425	+69%	+$20.9K	﹤0.01%	2819
2025 Q2	$30K	Buy	615 +158	+35%	+$7.58K	﹤0.01%	2823
2025 Q1	$22K	Buy	457 +56	+14%	+$2.72K	﹤0.01%	2831
2024 Q4	$19.4K	Buy	401 +2	+0.5%	+$98	﹤0.01%	2815
2024 Q3	$19.7K	Buy	399 +155	+64%	+$7.55K	﹤0.01%	2723
2024 Q2	$11.7K	Hold	244	–	–	﹤0.01%	2801
2024 Q1	$11.7K	Sell	244 -270	-53%	-$12.9K	﹤0.01%	2821
2023 Q4	$24.6K	Sell	514 -393	-43%	-$18.2K	﹤0.01%	2495
2023 Q3	$41.5K	Hold	907	–	–	﹤0.01%	2144
2023 Q2	$42.2K	Hold	907	–	–	﹤0.01%	2140
2023 Q1	$42.8K	Hold	907	–	–	﹤0.01%	2063
2022 Q4	$42	Buy	+907	New	+$41.6K	﹤0.01%	3497
2021 Q2	–	Sell	-3,779	Closed	-$208K	–	1157
2021 Q1	$208K	Sell	3,779 -485	-11%	-$26.8K	0.01%	934
2020 Q4	$237K	Buy	+4,264	New	+$234K	0.01%	838

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

NewEdge Advisors's FDHY Position: Q1 2026 in Review

NewEdge Advisors increased its Fidelity High Yield Factor ETF (FDHY) stake by 0.5% in Q1 2026, buying an estimated $148 and bringing the position to 604 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3088.

NewEdge Advisors first reported a position in FDHY in Q4 2020 and has held it in 16 quarters since. The position peaked at $237K in Q4 2020. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

NewEdge Advisors held 604 shares of Fidelity High Yield Factor ETF worth $29.3K as of Q1 2026.
NewEdge Advisors bought 3 Fidelity High Yield Factor ETF shares in Q1 2026, an estimated $148.
Fidelity High Yield Factor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3088 holding.
NewEdge Advisors first reported a position in Fidelity High Yield Factor ETF in Q4 2020 and has held it in 16 quarters since.
NewEdge Advisors's Fidelity High Yield Factor ETF position peaked at $237K in Q4 2020.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.