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 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 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

Prepared Retirement Institute's FDHY Position: Q1 2026 in Review

Prepared Retirement Institute increased its Fidelity High Yield Factor ETF (FDHY) stake by 1.6% in Q1 2026, buying an estimated $3.99K and bringing the position to 4,995 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #76.

Prepared Retirement Institute first reported a position in FDHY in Q4 2023 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

Prepared Retirement Institute held 4,995 shares of Fidelity High Yield Factor ETF worth $242K as of Q1 2026.
Prepared Retirement Institute bought 81 Fidelity High Yield Factor ETF shares in Q1 2026, an estimated $3.99K.
Fidelity High Yield Factor ETF made up 0.12% of Prepared Retirement Institute's portfolio in Q1 2026, its #76 holding.
Prepared Retirement Institute first reported a position in Fidelity High Yield Factor ETF in Q4 2023 and has held it in 10 quarters since.
73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.