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TCI Wealth Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

TCI Wealth Advisors’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
2021
Q4 		– Sell
-216
Closed -$12K – 2349
2021
Q3 		$12K Hold
216
– – ﹤0.01% 973
2021
Q2 		$12K Hold
216
– – ﹤0.01% 847
2021
Q1 		$12K Buy
+216
New +$11.9K 0.01% 751

Other funds holding FDHY

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

TCI Wealth Advisors's FDHY Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q4 2021, closing a stake of 216 shares — an estimated $12K sold.

TCI Wealth Advisors first reported a position in FDHY in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 41 funds tracked by Wall St. Rank hold FDHY as of Q4 2021.

  • TCI Wealth Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 216 Fidelity High Yield Factor ETF shares in Q4 2021, an estimated $12K.
  • TCI Wealth Advisors first reported a position in Fidelity High Yield Factor ETF in Q1 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's Fidelity High Yield Factor ETF position peaked at $12K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.