Sowell Financial Services’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Sowell Financial Services’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
2023 Q2	–	Sell	-4,624	Closed	-$218K	–	640
2023 Q1	$218K	Buy	+4,624	New	+$216K	0.02%	669
2021 Q2	–	Sell	-598	Closed	-$33K	–	1239
2021 Q1	$33K	Hold	598	–	–	﹤0.01%	1831
2020 Q4	$33K	Buy	598 +458	+327%	+$25.2K	﹤0.01%	1542
2020 Q3	$8K	Hold	140	–	–	﹤0.01%	1860
2020 Q2	$7K	Hold	140	–	–	﹤0.01%	1794
2020 Q1	$7K	Hold	140	–	–	﹤0.01%	1708
2019 Q4	$7K	Hold	140	–	–	﹤0.01%	1798
2019 Q3	$7K	Buy	+140	New	+$7.34K	﹤0.01%	1633

Other funds holding FDHY

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sowell Financial Services's FDHY Position: Q2 2023 in Review

Sowell Financial Services sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2023, closing a stake of 4,624 shares — an estimated $218K sold.

Sowell Financial Services first reported a position in FDHY in Q3 2019 and held it in 8 quarters. The position peaked at $218K in Q1 2023. 45 funds tracked by Wall St. Rank hold FDHY as of Q2 2023.

Sowell Financial Services reported no remaining Fidelity High Yield Factor ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 4,624 Fidelity High Yield Factor ETF shares in Q2 2023, an estimated $218K.
Sowell Financial Services first reported a position in Fidelity High Yield Factor ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Fidelity High Yield Factor ETF position peaked at $218K in Q1 2023.
45 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.