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Retirement Planning Group (New York)’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Retirement Planning Group (New York)’s Portfolio FYEE Stock Details FYEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,523
Closed -$244K – 95
2025
Q4 		$244K Sell
8,523
-42
-0.5% -$1.2K 0.17% 79
2025
Q3 		$240K Buy
+8,565
New +$232K 0.18% 77

Other funds holding FYEE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Retirement Planning Group (New York)'s FYEE Position: Q1 2026 in Review

Retirement Planning Group (New York) sold out of Fidelity Yield Enhanced Equity ETF (FYEE) in Q1 2026, closing a stake of 8,523 shares — an estimated $244K sold.

Retirement Planning Group (New York) first reported a position in FYEE in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

  • Retirement Planning Group (New York) reported no remaining Fidelity Yield Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Planning Group (New York) sold 8,523 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $244K.
  • Retirement Planning Group (New York) first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and held it in 2 quarters.
  • Retirement Planning Group (New York)'s Fidelity Yield Enhanced Equity ETF position peaked at $244K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.