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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
Q1 		$9.71K Hold
200
– – ﹤0.01% 906
2025
Q4 		$9.87K Buy
+200
New +$9.85K ﹤0.01% 836

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's FDHY Position: Q1 2026 in Review

SHP Wealth Management held its Fidelity High Yield Factor ETF (FDHY) position steady in Q1 2026 at 200 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

SHP Wealth Management first reported a position in FDHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.87K in Q4 2025. 73 funds tracked by Wall St. Rank hold FDHY as of Q1 2026.

  • SHP Wealth Management held 200 shares of Fidelity High Yield Factor ETF worth $9.71K as of Q1 2026.
  • SHP Wealth Management left its Fidelity High Yield Factor ETF share count unchanged in Q1 2026.
  • Fidelity High Yield Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #906 holding.
  • SHP Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Fidelity High Yield Factor ETF position peaked at $9.87K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.