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Townsend Financial Planning’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Townsend Financial Planning’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
2026
Q2 		$999K Buy
20,375
+7,384
+57% +$363K 0.87% 15
2026
Q1 		$631K Buy
+12,991
New +$640K 0.61% 18

Other funds holding FDHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
FFS
Flavin Financial Services Melbourne, Florida $175M AUM 17.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Townsend Financial Planning's FDHY Position: Q2 2026 in Review

Townsend Financial Planning increased its Fidelity High Yield Factor ETF (FDHY) stake by 57% in Q2 2026, buying an estimated $363K and bringing the position to 20,375 shares worth $999K. The position accounts for 0.87% of the portfolio, ranked #15.

Townsend Financial Planning first reported a position in FDHY in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FDHY as of Q2 2026.

  • Townsend Financial Planning held 20,375 shares of Fidelity High Yield Factor ETF worth $999K as of Q2 2026.
  • Townsend Financial Planning bought 7,384 Fidelity High Yield Factor ETF shares in Q2 2026, an estimated $363K.
  • Fidelity High Yield Factor ETF made up 0.87% of Townsend Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Townsend Financial Planning first reported a position in Fidelity High Yield Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q2 2026.

Based on Townsend Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.