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
2026 Q2	$1.14M	Buy	+23,155	New	+$1.14M	0.79%	33
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 $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return

MNBTD

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

BIS

BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return

FFS

Flavin Financial Services Melbourne, Florida $175M AUM 17.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

OFG

OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PlanWiser Financial's FDHY Position: Q2 2026 in Review

PlanWiser Financial opened a new position in Fidelity High Yield Factor ETF (FDHY) in Q2 2026: 23,155 shares worth $1.14M. The stake represents 0.79% of the portfolio and ranks #33 among its holdings. This is a return to the name: PlanWiser Financial previously reported a position in FDHY as recently as Q3 2025.

PlanWiser Financial first reported a position in FDHY in Q2 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

PlanWiser Financial held 23,155 shares of Fidelity High Yield Factor ETF worth $1.14M as of Q2 2026.
Fidelity High Yield Factor ETF was a new PlanWiser Financial position in Q2 2026.
Fidelity High Yield Factor ETF made up 0.79% of PlanWiser Financial's portfolio in Q2 2026, its #33 holding.
PlanWiser Financial first reported a position in Fidelity High Yield Factor ETF in Q2 2025 and has held it in 3 quarters since.
75 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.