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RWA Wealth Partners’s Fidelity High Yield Factor ETF FDHY Stock Holding History

RWA Wealth Partners’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
2020
Q4 		– Sell
-16,912
Closed -$908K – 233
2020
Q3 		$908K Buy
+16,912
New +$910K 0.1% 111
2020
Q2 		– Sell
-77,138
Closed -$3.66M – 213
2020
Q1 		$3.66M Buy
77,138
+9,573
+14% +$494K 0.52% 47
2019
Q4 		$3.6M Sell
67,565
-1,190
-2% -$63.1K 0.36% 65
2019
Q3 		$3.62M Sell
68,755
-383
-0.6% -$20.1K 0.38% 62
2019
Q2 		$3.61M Buy
+69,138
New +$3.56M 0.39% 64

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWA Wealth Partners's FDHY Position: Q4 2020 in Review

RWA Wealth Partners sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2020, closing a stake of 16,912 shares — an estimated $908K sold.

RWA Wealth Partners first reported a position in FDHY in Q2 2019 and held it in 5 quarters. The position peaked at $3.66M in Q1 2020. 23 funds tracked by Wall St. Rank hold FDHY as of Q4 2020.

  • RWA Wealth Partners reported no remaining Fidelity High Yield Factor ETF position as of Q4 2020 after selling out during the quarter.
  • RWA Wealth Partners sold 16,912 Fidelity High Yield Factor ETF shares in Q4 2020, an estimated $908K.
  • RWA Wealth Partners first reported a position in Fidelity High Yield Factor ETF in Q2 2019 and held it in 5 quarters.
  • RWA Wealth Partners's Fidelity High Yield Factor ETF position peaked at $3.66M in Q1 2020.
  • 23 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2020.

Based on RWA Wealth Partners's 13F filing for Q4 2020, filed 26 Jan 2021.