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United Advisor Group’s Fidelity High Yield Factor ETF FDHY Stock Holding History

United Advisor Group’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
Q1 		– Sell
-5,383
Closed -$260K – 361
2024
Q4 		$260K Sell
5,383
-1,571
-23% -$76.7K 0.05% 315
2024
Q3 		$343K Sell
6,954
-349
-5% -$17K 0.08% 258
2024
Q2 		$349K Buy
+7,303
New +$349K 0.11% 179

Other funds holding FDHY

LPL Financial
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D
Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

United Advisor Group's FDHY Position: Q1 2025 in Review

United Advisor Group sold out of Fidelity High Yield Factor ETF (FDHY) in Q1 2025, closing a stake of 5,383 shares — an estimated $260K sold.

United Advisor Group first reported a position in FDHY in Q2 2024 and held it in 3 quarters. The position peaked at $349K in Q2 2024. 61 funds tracked by Wall St. Rank hold FDHY as of Q1 2025.

  • United Advisor Group reported no remaining Fidelity High Yield Factor ETF position as of Q1 2025 after selling out during the quarter.
  • United Advisor Group sold 5,383 Fidelity High Yield Factor ETF shares in Q1 2025, an estimated $260K.
  • United Advisor Group first reported a position in Fidelity High Yield Factor ETF in Q2 2024 and held it in 3 quarters.
  • United Advisor Group's Fidelity High Yield Factor ETF position peaked at $349K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q1 2025.

Based on United Advisor Group's 13F filing for Q1 2025, filed 21 Apr 2025.