Sunbelt Securities’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Sunbelt Securities’s Portfolio FYEE Stock Details FYEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Buy	5,537 +3,250	+142%	+$93K	0.01%	718
2025 Q4	$65.6K	Buy	2,287 +2,000	+697%	+$57K	﹤0.01%	932
2025 Q3	$8.05K	Buy	287 +103	+56%	+$2.79K	﹤0.01%	1497
2025 Q2	$4.92K	Sell	184 -49	-21%	-$1.23K	﹤0.01%	1448
2025 Q1	$5.86K	Buy	233 +49	+27%	+$1.31K	﹤0.01%	1391
2024 Q4	$4.95K	Buy	+184	New	+$4.98K	﹤0.01%	1448

Other funds holding FYEE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

TGAM

TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sunbelt Securities's FYEE Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 142% in Q1 2026, buying an estimated $93K and bringing the position to 5,537 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #718.

Sunbelt Securities first reported a position in FYEE in Q4 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

Sunbelt Securities held 5,537 shares of Fidelity Yield Enhanced Equity ETF worth $150K as of Q1 2026.
Sunbelt Securities bought 3,250 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $93K.
Fidelity Yield Enhanced Equity ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #718 holding.
Sunbelt Securities first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2024 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.