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

Spire 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
2025 Q2	–	Sell	-80	Closed	-$3.84K	–	2434
2025 Q1	$3.84K	Hold	80	–	–	﹤0.01%	2127
2024 Q4	$3.86K	Hold	80	–	–	﹤0.01%	2112
2024 Q3	$3.94K	Hold	80	–	–	﹤0.01%	1872
2024 Q2	$3.82K	Sell	80 -105	-57%	-$5.01K	﹤0.01%	1892
2024 Q1	$8.88K	Hold	185	–	–	﹤0.01%	1750
2023 Q4	$8.84K	Buy	185 +44	+31%	+$2.04K	﹤0.01%	1791
2023 Q3	$6.44K	Hold	141	–	–	﹤0.01%	1863
2023 Q2	$6.56K	Hold	141	–	–	﹤0.01%	1933
2023 Q1	$6.66K	Sell	141 -300	-68%	-$14K	﹤0.01%	1970
2022 Q4	$20K	Hold	441	–	–	﹤0.01%	1361
2022 Q3	$19K	Hold	441	–	–	﹤0.01%	1348
2022 Q2	$20K	Hold	441	–	–	﹤0.01%	1672
2022 Q1	$22K	Hold	441	–	–	﹤0.01%	1770
2021 Q4	$24K	Buy	+441	New	+$24.4K	﹤0.01%	2050

Other funds holding FDHY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

OFG

OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return

EPW

Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

Spire Wealth Management's FDHY Position: Q2 2025 in Review

Spire Wealth Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q2 2025, closing a stake of 80 shares — an estimated $3.84K sold.

Spire Wealth Management first reported a position in FDHY in Q4 2021 and held it in 14 quarters. The position peaked at $24K in Q4 2021. 64 funds tracked by Wall St. Rank hold FDHY as of Q2 2025.

Spire Wealth Management reported no remaining Fidelity High Yield Factor ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 80 Fidelity High Yield Factor ETF shares in Q2 2025, an estimated $3.84K.
Spire Wealth Management first reported a position in Fidelity High Yield Factor ETF in Q4 2021 and held it in 14 quarters.
Spire Wealth Management's Fidelity High Yield Factor ETF position peaked at $24K in Q4 2021.
64 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.