United Capital Financial Advisors’s Fidelity High Yield Factor ETF FDHY Stock Holding History

United Capital Financial 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
2022 Q3	–	Sell	-4,613	Closed	-$209K	–	1103
2022 Q2	$209K	Buy	4,613 +11	+0.2%	+$531	﹤0.01%	1049
2022 Q1	$235K	Buy	4,602 +16	+0.3%	+$835	﹤0.01%	1074
2021 Q4	$250K	Buy	4,586 +42	+0.9%	+$2.32K	﹤0.01%	1088
2021 Q3	$254K	Buy	4,544 +191	+4%	+$10.7K	﹤0.01%	1065
2021 Q2	$244K	Buy	4,353 +514	+13%	+$28.5K	﹤0.01%	1086
2021 Q1	$212K	Buy	3,839 +220	+6%	+$12.2K	﹤0.01%	1099
2020 Q4	$201K	Buy	+3,619	New	+$199K	﹤0.01%	1128

Other funds holding FDHY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

United Capital Financial Advisors's FDHY Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2022, closing a stake of 4,613 shares — an estimated $209K sold.

United Capital Financial Advisors first reported a position in FDHY in Q4 2020 and held it in 7 quarters. The position peaked at $254K in Q3 2021. 37 funds tracked by Wall St. Rank hold FDHY as of Q3 2022.

United Capital Financial Advisors reported no remaining Fidelity High Yield Factor ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,613 Fidelity High Yield Factor ETF shares in Q3 2022, an estimated $209K.
United Capital Financial Advisors first reported a position in Fidelity High Yield Factor ETF in Q4 2020 and held it in 7 quarters.
United Capital Financial Advisors's Fidelity High Yield Factor ETF position peaked at $254K in Q3 2021.
37 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.