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Fidelity High Yield Factor ETF (FDHY) Institutional Ownership

$48.04 -0.10 (-0.21%)
As of 05/23/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity High Yield Factor ETF (NYSEARCA:FDHY)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$29.68M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$25.41M
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FDHY Institutional Buying and Selling by Quarter

Fidelity High Yield Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC14,900$716K0.0%+187.7%0.195%
5/16/2025 Arete Wealth Advisors LLC7,634$367K0.0%N/A0.098%
5/14/2025 Kestra Advisory Services LLC46,729$2.25M0.0%+13.0%0.599%
5/13/2025 Raymond James Financial Inc.60,778$2.92M0.0%+13.2%0.779%
5/7/2025 LPL Financial LLC353,624$16.99M0.0%+0.4%4.534%
5/6/2025 BG Investment Services Inc.30,275$1.45M1.6%+68.8%0.388%
5/2/2025 Cullen Frost Bankers Inc.665$32K0.0%N/A0.009%
5/2/2025 Sigma Planning Corp21,543$1.04M0.0%-4.2%0.276%
5/2/2025 Evergreen Private Wealth LLC46,999$2.26M1.1%+1.8%0.603%
4/30/2025 Axxcess Wealth Management LLC36,135$1.74M0.0%+52.8%0.463%
4/29/2025 Envestnet Asset Management Inc.7,805$375K0.0%+31.5%0.100%
4/24/2025 Sunbelt Securities Inc.6,598$317K0.0%-49.2%0.085%
4/23/2025 Flavin Financial Services Inc.77,504$3.72M3.4%+5.1%0.994%
4/23/2025 Golden State Wealth Management LLC1,280$61K0.0%+101.3%0.016%
4/22/2025 Cambridge Investment Research Advisors Inc.63,349$3.04M0.0%+112.9%0.812%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,002$528K0.1%-29.7%0.141%
4/17/2025 Great Lakes Retirement Inc.23,005$1.11M0.1%-4.7%0.295%
4/14/2025 Dentgroup LLC47,572$2.29M1.7%+78.4%0.610%
4/10/2025 Breakwater Capital Group14,662$704K0.1%+14.0%0.188%
4/10/2025 Financial Management Professionals Inc.1,025$49K0.0%-99.8%0.013%
4/4/2025 Moody National Bank Trust Division104,621$5.03M0.5%+3.4%1.341%
2/24/2025 United Advisor Group LLC5,383$260K0.1%-22.6%0.085%
2/18/2025 Sunbelt Securities Inc.12,997$627K0.1%+172.4%0.205%
2/18/2025 Stonebridge Financial Planning Group LLC21,931$1.06M0.5%-6.4%0.345%
2/17/2025 FWL Investment Management LLC1,740$84K0.0%-15.2%0.027%
2/17/2025 Captrust Financial Advisors25,450$1.23M0.0%-22.8%0.401%
2/14/2025 Jane Street Group LLC5,179$250K0.0%-69.2%0.082%
2/13/2025 Glass Jacobson Investment Advisors llc4,762$230K0.1%-23.3%0.075%
2/13/2025 Raymond James Financial Inc.53,698$2.59M0.0%N/A0.846%
2/13/2025 Advisory Services Network LLC165,991$8.01M0.1%-3.5%2.614%
2/12/2025 JPMorgan Chase & Co.16,873$814K0.0%+35.4%0.266%
2/12/2025 BG Investment Services Inc.17,934$865K0.9%N/A0.282%
2/11/2025 LPL Financial LLC352,276$17.00M0.0%+9.6%5.548%
2/10/2025 Axxcess Wealth Management LLC23,649$1.14M0.0%-38.4%0.372%
2/10/2025 Commonwealth Equity Services LLC110,057$5.31M0.0%+24.8%1.733%
2/10/2025 Avantax Advisory Services Inc.8,855$427K0.0%+78.5%0.139%
2/7/2025 Evergreen Private Wealth LLC46,170$2.23M1.0%+2.4%0.727%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,645$755K0.1%+9.0%0.246%
2/6/2025 Raymond James Financial Inc.53,698$2.59M0.0%N/A0.846%
2/3/2025 Sigma Planning Corp22,490$1.09M0.0%+3.2%0.354%
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1/31/2025Global Retirement Partners LLC736$36K0.0%+1,652.4%0.012%
1/29/2025 Great Lakes Retirement Inc.24,136$1.17M0.2%+2.9%0.380%
1/28/2025 Golden State Wealth Management LLC636$31K0.0%N/A0.010%
1/24/2025 Flavin Financial Services Inc.73,738$3.56M3.4%N/A1.161%
1/21/2025 Smith Chas P & Associates PA Cpas34,841$1.68M0.1%-27.9%0.549%
1/15/2025 Financial Management Professionals Inc.411,846$19.87M2.5%+4.3%6.486%
1/14/2025 Breakwater Capital Group12,858$620K0.1%+27.6%0.202%
1/13/2025 Moody National Bank Trust Division101,207$4.88M0.5%+1.9%1.594%
1/3/2025 Dentgroup LLC26,664$1.29M1.0%+18.2%0.420%
12/26/2024 JPMorgan Chase & Co.12,465$615K0.0%+422.6%0.196%
11/18/2024 Sunbelt Securities Inc.4,771$235K0.0%+11.3%0.075%
11/15/2024 MML Investors Services LLC6,040$298K0.0%+12.1%0.095%
11/14/2024 Captrust Financial Advisors32,974$1.63M0.0%-19.3%0.519%
11/8/2024 Stonebridge Financial Planning Group LLC23,437$1.16M0.6%-5.1%0.369%
11/4/2024 Sigma Planning Corp21,800$1.08M0.0%+1.9%0.343%
10/30/2024 United Advisor Group LLC6,954$343K0.1%-4.8%0.110%
10/24/2024 Financial Management Professionals Inc.394,801$19.47M2.4%+12.4%6.217%
10/23/2024 Great Lakes Retirement Inc.23,448$1.16M0.1%N/A0.369%
10/17/2024 OmniStar Financial Group Inc.43,435$2.15M1.6%+150.4%0.684%
10/11/2024 Smith Chas P & Associates PA Cpas48,306$2.38M0.1%-19.9%0.761%
10/9/2024 Freestate Advisors LLC5,795$286K0.3%N/A0.091%
10/2/2024 Dentgroup LLC22,567$1.11M0.8%N/A0.355%
8/12/2024 Glass Jacobson Investment Advisors llc6,374$305K0.1%-9.8%0.100%
8/10/2024 Axxcess Wealth Management LLC38,313$1.83M0.0%N/A0.603%
8/8/2024 Stonebridge Financial Planning Group LLC24,709$1.18M0.6%-32.6%0.389%
8/2/2024 Larson Financial Group LLC800$38K0.0%N/A0.013%
7/31/2024 Commonwealth Equity Services LLC112,906$5.39M0.0%+14.2%1.778%
7/29/2024 Smith Chas P & Associates PA Cpas60,306$2.88M0.2%-16.3%0.950%
7/27/2024 OmniStar Financial Group Inc.17,344$829K0.8%+14.5%0.273%
7/26/2024 Breakwater Capital Group8,942$427K0.1%+35.2%0.141%
7/10/2024 Apella Capital LLC4,202$202K0.0%-5.3%0.066%
5/16/2024B. Riley Wealth Advisors Inc.4,772$219K0.0%N/A0.075%
5/14/2024 CreativeOne Wealth LLC7,457$358K0.0%+55.3%0.117%
5/7/2024 Shared Vision Wealth Group LLC5,869$282K0.2%-61.4%0.092%
5/6/2024 Advisory Services Network LLC176,271$8.46M0.2%-2.3%2.776%
5/2/2024 Lincoln National Corp104,367$5.01M0.1%-1.4%1.644%
4/30/2024 Hartline Investment Corp14,425$692K0.1%N/A0.227%
4/25/2024 Smith Chas P & Associates PA Cpas72,013$3.46M0.2%N/A1.134%
4/18/2024 Breakwater Capital Group6,615$318K0.1%N/A0.110%
4/16/2024 Financial Management Professionals Inc.310,726$14.92M2.2%+5.2%5.179%
4/15/2024 Sunbelt Securities Inc.4,257$204K0.0%+26.4%0.071%
4/10/2024 Apella Capital LLC4,437$213K0.0%-4.9%0.074%
2/9/2024 Advisory Services Network LLC180,356$8.64M0.2%+53.3%3.006%
2/9/2024 CreativeOne Wealth LLC4,802$231K0.0%-12.5%0.080%
2/8/2024 Shared Vision Wealth Group LLC15,223$730K0.5%N/A0.254%
2/7/2024 Avantax Advisory Services Inc.4,416$212K0.0%N/A0.074%
2/7/2024 Principal Securities Inc.1,040$50K0.0%N/A0.017%
2/6/2024 Lincoln National Corp105,886$5.07M0.1%+2.7%1.765%
2/5/2024 Stonebridge Financial Planning Group LLC37,328$1.79M1.0%-26.0%0.622%
2/1/2024 Sigma Planning Corp11,903$570K0.0%-50.5%0.198%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,465$693K0.1%-37.7%0.241%
1/25/2024 International Assets Investment Management LLC21,710$1.04M0.0%N/A0.362%
1/24/2024 International Assets Investment Management LLC21,710$1.04M0.0%N/A0.362%
1/22/2024 Glass Jacobson Investment Advisors llc6,614$317K0.1%-38.3%0.110%
1/12/2024 Mutual Advisors LLC16,597$795K0.0%-26.2%0.277%
1/12/2024 Fortitude Family Office LLC984$47K0.0%N/A0.016%
1/12/2024 Financial Management Professionals Inc.295,233$14.15M2.3%-6.7%4.921%
1/5/2024 Apella Capital LLC4,668$222K0.0%-19.3%0.078%
12/1/2023B. Riley Wealth Advisors Inc.4,772$219K0.0%N/A0.080%
11/21/2023GUNN & Co INVESTMENT MANAGEMENT INC.36,065$1.65M1.4%N/A0.601%
(Data available from 1/1/2016 forward)

FDHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDHY shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Fidelity High Yield Factor ETF. The most heavily invested institutionals were LPL Financial LLC ($16.99M), Advisory Services Network LLC ($8.01M), Commonwealth Equity Services LLC ($5.31M), Moody National Bank Trust Division ($5.03M), Lincoln National Corp ($5.01M), Flavin Financial Services Inc. ($3.72M), and Cambridge Investment Research Advisors Inc. ($3.04M).Learn more on FDHY's institutional investors.

Which institutional investors have been buying Fidelity High Yield Factor ETF stock?

Of the 46 institutional investors that purchased Fidelity High Yield Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Management Professionals Inc. ($392.08K), Raymond James Financial Inc. ($114.48K), Smith Chas P & Associates PA Cpas ($91.71K), LPL Financial LLC ($80.35K), Flavin Financial Services Inc. ($77.50K), Advisory Services Network LLC ($62.74K), and Axxcess Wealth Management LLC ($50.80K).

How much institutional buying is happening at Fidelity High Yield Factor ETF?

Institutional investors have bought a total of 1,346,685 shares in the last 24 months. This purchase volume represents approximately $63.80M in transactions.

Which Fidelity High Yield Factor ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Fidelity High Yield Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Management Professionals Inc. ($432.11K), Smith Chas P & Associates PA Cpas ($37.17K), Stonebridge Financial Planning Group LLC ($37.14K), LPL Financial LLC ($27.78K), Commonwealth Equity Services LLC ($22.96K), IFP Advisors Inc ($16.48K), and Sigma Planning Corp ($16.42K).

How much institutional selling is happening at Fidelity High Yield Factor ETF?

Institutional investors have sold a total of 712,840 shares in the last 24 months. This volume of shares sold represents approximately $34.09M in transactions.


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This page (NYSEARCA:FDHY) was last updated on 5/24/2025 by MarketBeat.com Staff
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