Northwestern Mutual Wealth Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q1	–	Sell	-3	Closed	-$145	–	3755
2024 Q4	$145	Buy	+3	New	+$146	﹤0.01%	3466
2023 Q4	–	Sell	-165	Closed	-$7.54K	–	3535
2023 Q3	$7.54K	Buy	+165	New	+$7.66K	﹤0.01%	2630
2021 Q2	–	Sell	-195	Closed	-$11K	–	3057
2021 Q1	$11K	Buy	+195	New	+$10.8K	﹤0.01%	2254

Other funds holding FDHY

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

ASN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return

EPW

Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

Northwestern Mutual Wealth Management's FDHY Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2025, closing a stake of 3 shares — an estimated $145 sold.

Northwestern Mutual Wealth Management first reported a position in FDHY in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q1 2021. 61 funds tracked by Wall St. Rank hold FDHY as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining Fidelity High Yield Factor ETF position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 3 Fidelity High Yield Factor ETF shares in Q1 2025, an estimated $145.
Northwestern Mutual Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q1 2021 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Fidelity High Yield Factor ETF position peaked at $11K in Q1 2021.
61 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.