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TFC Financial Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

TFC Financial 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
2023
Q3 		– Sell
-24
Closed -$1.12K – 685
2023
Q2 		$1.12K Buy
+24
New +$1.12K ﹤0.01% 504

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFC Financial Management's FDHY Position: Q3 2023 in Review

TFC Financial Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2023, closing a stake of 24 shares — an estimated $1.12K sold.

TFC Financial Management first reported a position in FDHY in Q2 2023 and held it in 1 quarter. The position peaked at $1.12K in Q2 2023. 45 funds tracked by Wall St. Rank hold FDHY as of Q3 2023.

  • TFC Financial Management reported no remaining Fidelity High Yield Factor ETF position as of Q3 2023 after selling out during the quarter.
  • TFC Financial Management sold 24 Fidelity High Yield Factor ETF shares in Q3 2023, an estimated $1.12K.
  • TFC Financial Management first reported a position in Fidelity High Yield Factor ETF in Q2 2023 and held it in 1 quarter.
  • TFC Financial Management's Fidelity High Yield Factor ETF position peaked at $1.12K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2023.

Based on TFC Financial Management's 13F filing for Q3 2023, filed 23 Oct 2023.