SHP Wealth Management
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SHP Wealth Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

SHP Wealth Management’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 		– Sell
-200
Closed -$9.7K – 2017
2026
Q1 		$9.7K Hold
200
– – ﹤0.01% 906
2025
Q4 		$9.9K Buy
+200
New +$9.8K ﹤0.01% 836

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Moody National Bank Trust Division
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BG Investment Services
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Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
OmniStar Financial Group
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SHP Wealth Management's FDHY Position: Q2 2026 in Review

SHP Wealth Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2026, closing a stake of 200 shares — an estimated $9.7K sold.

SHP Wealth Management first reported a position in FDHY in Q4 2025 and held it in 2 quarters. The position peaked at $9.9K in Q4 2025. 75 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

  • SHP Wealth Management reported no remaining Fidelity High Yield Factor ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 200 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $9.7K.
  • SHP Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Fidelity High Yield Factor ETF position peaked at $9.9K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.