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Prepared Retirement Institute’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Prepared Retirement Institute’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 		$249K Buy
5,078
+83
+2% +$4.08K 0.11% 85
2026
Q1 		$242K Buy
4,995
+81
+2% +$3.99K 0.12% 76
2025
Q4 		$242K Buy
4,914
+75
+2% +$3.69K 0.12% 75
2025
Q3 		$239K Buy
4,839
+81
+2% +$3.98K 0.12% 75
2025
Q2 		$232K Buy
4,758
+81
+2% +$3.88K 0.14% 80
2025
Q1 		$225K Buy
4,677
+79
+2% +$3.84K 0.14% 80
2024
Q4 		$222K Buy
4,598
+71
+2% +$3.47K 0.13% 77
2024
Q3 		$223K Buy
4,527
+72
+2% +$3.51K 0.14% 74
2024
Q2 		$213K Buy
4,455
+74
+2% +$3.53K 0.14% 76
2024
Q1 		$210K Buy
4,381
+72
+2% +$3.45K 0.16% 65
2023
Q4 		$207K Buy
+4,309
New +$200K 0.15% 71

Other funds holding FDHY

LPL Financial
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
GP
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
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

Prepared Retirement Institute's FDHY Position: Q2 2026 in Review

Prepared Retirement Institute increased its Fidelity High Yield Factor ETF (FDHY) stake by 1.7% in Q2 2026, buying an estimated $4.08K and bringing the position to 5,078 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #85.

Prepared Retirement Institute first reported a position in FDHY in Q4 2023 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

  • Prepared Retirement Institute held 5,078 shares of Fidelity High Yield Factor ETF worth $249K as of Q2 2026.
  • Prepared Retirement Institute bought 83 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $4.08K.
  • Fidelity High Yield Factor ETF made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #85 holding.
  • Prepared Retirement Institute first reported a position in Fidelity High Yield Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.