PlanWiser Financial’s Fidelity High Yield Factor ETF FDHY Stock Holding History

PlanWiser Financial’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 Q4	–	Sell	-20,560	Closed	-$1.01M	–	51
2025 Q3	$1.01M	Buy	20,560 +611	+3%	+$30K	0.8%	33
2025 Q2	$978K	Buy	+19,949	New	+$956K	0.83%	30

Other funds holding FDHY

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

ASN

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

FFS

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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

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

EPW

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

PlanWiser Financial's FDHY Position: Q4 2025 in Review

PlanWiser Financial sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2025, closing a stake of 20,560 shares — an estimated $1.01M sold.

PlanWiser Financial first reported a position in FDHY in Q2 2025 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 73 funds tracked by Wall St. Rank hold FDHY as of Q4 2025.

PlanWiser Financial reported no remaining Fidelity High Yield Factor ETF position as of Q4 2025 after selling out during the quarter.
PlanWiser Financial sold 20,560 Fidelity High Yield Factor ETF shares in Q4 2025, an estimated $1.01M.
PlanWiser Financial first reported a position in Fidelity High Yield Factor ETF in Q2 2025 and held it in 2 quarters.
PlanWiser Financial's Fidelity High Yield Factor ETF position peaked at $1.01M in Q3 2025.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2025.

Based on PlanWiser Financial's 13F filing for Q4 2025, filed 13 Feb 2026.