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Raymond James Financial Services Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$1.5M Buy
30,378
+10,751
+55% +$524K ﹤0.01% 1896
2024
Q2 		$938K Buy
19,627
+4,793
+32% +$229K ﹤0.01% 2127
2024
Q1 		$712K Buy
+14,834
New +$711K ﹤0.01% 2268

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Raymond James Financial Services Advisors's FDHY Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Fidelity High Yield Factor ETF (FDHY) stake by 55% in Q3 2024, buying an estimated $524K and bringing the position to 30,378 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Raymond James Financial Services Advisors first reported a position in FDHY in Q1 2024 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold FDHY as of Q3 2024.

  • Raymond James Financial Services Advisors held 30,378 shares of Fidelity High Yield Factor ETF worth $1.5M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 10,751 Fidelity High Yield Factor ETF shares in Q3 2024, an estimated $524K.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1896 holding.
  • Raymond James Financial Services Advisors first reported a position in Fidelity High Yield Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.