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Fidelity High Yield Factor ETF (FDHY) Institutional Ownership

Fidelity High Yield Factor ETF logo
$49.15 0.00 (0.00%)
As of 01:01 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)
38
Total
Institutional Inflows
(last 12 months)
$45.43M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.62M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,246$453K0.1%-4.8%0.084%
7/9/2026 Breakwater Capital Group14,906$731K0.1%+19.9%0.136%
7/7/2026 Moody National Bank Trust Division118,644$5.82M0.5%+1.8%1.079%
5/18/2026Sunbelt Securities Inc.1,293$63K0.0%-69.6%0.013%
5/13/2026 Cetera Investment Advisers26,465$1.29M0.0%+382.5%0.259%
5/5/2026 Sigma Planning Corp21,011$1.02M0.0%+2.2%0.206%
4/30/2026 Kestra Advisory Services LLC45,522$2.22M0.0%+9.5%0.451%
4/29/2026 Axxcess Wealth Management LLC69,994$3.40M0.1%-1.6%0.693%
4/29/2026 Geneva Partners LLC70,077$3.40M1.6%N/A0.694%
4/29/2026 Evergreen Private Wealth LLC54,451$2.64M1.1%+2.5%0.539%
4/20/2026 Kestra Private Wealth Services LLC10,759$522K0.0%+2.5%0.108%
4/20/2026 Breakwater Capital Group12,428$603K0.1%+8.3%0.124%
3/12/2026Nalls Sherbakoff Group LLC510$25K0.0%N/A0.005%
3/3/2026 NWF Advisory Services Inc.8,278$408K0.0%+11.3%0.081%
2/18/2026 NewEdge Advisors LLC601$30K0.0%-42.2%0.006%
2/17/2026 Cetera Investment Advisers5,485$271K0.0%+9.8%0.054%
2/17/2026Osaic Holdings Inc.49,007$2.42M0.0%+3.3%0.480%
2/17/2026 Advisory Services Network LLC188,681$9.31M0.1%+21.9%1.850%
2/17/2026Captrust Financial Advisors15,464$763K0.0%-4.6%0.152%
2/16/2026 MML Investors Services LLC10,441$515K0.0%+32.2%0.102%
2/16/2026 Arax Advisory Partners747$37K0.0%N/A0.007%
2/13/2026 Kestra Advisory Services LLC41,588$2.05M0.0%+21.2%0.408%
2/13/2026 Integrated Wealth Concepts LLC5,400$266K0.0%N/A0.053%
2/13/2026 Storgate LLC6,776$334K0.3%N/A0.066%
2/12/2026 Commonwealth Equity Services LLC43,392$2.14M0.0%-30.1%0.425%
2/12/2026 Great Lakes Retirement Inc.28,929$1.44M0.1%+4.7%0.284%
2/11/2026 Janney Montgomery Scott LLC5,454$269K0.0%-7.3%0.053%
2/11/2026 LPL Financial LLC503,214$24.82M0.0%+17.5%4.933%
2/10/2026Cibc World Market Inc.11,870$586K0.0%+3.5%0.116%
2/9/2026 Clearstead Trust LLC4,614$228K0.0%+38.0%0.045%
2/6/2026 IFP Advisors Inc2,932$145K0.0%+747.4%0.029%
2/5/2026Flavin Financial Services Inc.110,418$5.45M3.7%+9.0%1.083%
2/5/2026 Stonebridge Financial Planning Group LLC16,082$793K0.3%-6.6%0.158%
2/5/2026 BG Investment Services LLC77,994$3.85M3.4%+35.3%0.765%
2/3/2026 Foronjy Financial LLC8,736$431K0.2%+4.6%0.086%
1/30/2026 Sigma Planning Corp20,554$1.01M0.0%-1.8%0.206%
1/29/2026 Eagle Wealth Advisors LLC4,943$245K0.2%N/A0.049%
1/29/2026 Kestra Private Wealth Services LLC10,496$518K0.0%+111.4%0.105%
1/29/2026 Wise Wealth Partners36,507$1.80M2.6%N/A0.365%
1/28/2026Dentgroup LLC43,929$2.17M1.5%-6.8%0.439%
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1/28/2026 Evergreen Private Wealth LLC53,103$2.62M1.0%+6.3%0.531%
1/27/2026 Financial Management Professionals Inc.451,872$22.43M2.3%+10.7%4.519%
1/26/2026 Merit Financial Group LLC46,537$2.30M0.0%-16.9%0.480%
1/12/2026 Moody National Bank Trust Division108,413$5.35M0.5%+2.7%1.129%
1/9/2026 Breakwater Capital Group11,472$566K0.1%-4.0%0.121%
1/1/2026 JPMorgan Chase & Co.38,263$1.89M0.0%+2.0%0.430%
11/24/2025CIBC Private Wealth Group LLC2,461$121K0.0%N/A0.028%
11/19/2025Sunbelt Securities Inc.4,234$209K0.0%-67.4%0.048%
11/18/2025 Advisory Services Network LLC154,744$7.63M0.1%+0.2%1.739%
11/18/2025 Stonebridge Financial Planning Group LLC17,219$849K0.3%-11.3%0.193%
11/17/2025 OmniStar Financial Group Inc.48,142$2.37M1.4%-5.1%0.541%
11/17/2025 Kestra Private Wealth Services LLC4,966$245K0.0%N/A0.056%
11/17/2025 NewEdge Advisors LLC1,040$51K0.0%+69.1%0.012%
11/17/2025Susquehanna International Group LLP5,868$289K0.0%N/A0.066%
11/14/2025Raymond James Financial Inc.81,638$4.03M0.0%+18.7%0.917%
11/13/2025Flavin Financial Services Inc.101,309$5.00M3.5%+28.7%1.138%
11/13/2025 Planwiser Financial LLC20,560$1.01M0.8%+3.1%0.231%
11/12/2025 Great Lakes Retirement Inc.27,639$1.36M0.1%+7.9%0.311%
11/12/2025 Arete Wealth Advisors LLC6,231$307K0.0%-20.7%0.070%
11/10/2025 Clearstead Trust LLC3,343$165K0.0%+2,056.8%0.038%
11/7/2025 JPMorgan Chase & Co.38,263$1.89M0.0%+2.0%0.430%
11/6/2025Cibc World Market Inc.11,465$565K0.0%+6.8%0.129%
11/6/2025 Breakwater Capital Group11,944$589K0.1%-10.3%0.134%
11/5/2025 J.W. Cole Advisors Inc.4,829$238K0.0%-25.9%0.054%
11/5/2025 Envestnet Asset Management Inc.8,154$402K0.0%+11.9%0.092%
11/3/2025 AE Wealth Management LLC2,150$106K0.0%-29.2%0.024%
10/31/2025 BG Investment Services Inc.57,664$2.84M2.8%+66.3%0.648%
10/24/2025 Evergreen Private Wealth LLC49,958$2.46M1.0%-0.6%0.561%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,862$535K0.1%+6.2%0.122%
10/22/2025 Foronjy Financial LLC8,355$412K0.2%+9.5%0.094%
10/20/2025 Merit Financial Group LLC56,002$2.76M0.0%N/A0.629%
10/15/2025 Financial Management Professionals Inc.408,374$20.24M2.1%+40,534.2%4.694%
10/6/2025 Moody National Bank Trust Division105,556$5.20M0.4%+1.2%1.213%
9/4/2025Osaic Holdings Inc.48,076$2.35M0.0%+14.6%0.572%
8/19/2025 Advisory Services Network LLC154,471$7.52M0.1%-6.5%1.839%
8/15/2025Captrust Financial Advisors19,092$933K0.0%-17.0%0.227%
8/14/2025Jane Street Group LLC37,965$1.86M0.0%+154.8%0.452%
8/14/2025Raymond James Financial Inc.68,787$3.36M0.0%+13.2%0.819%
8/14/2025 Planwiser Financial LLC19,949$978K0.8%N/A0.237%
8/12/2025 JPMorgan Chase & Co.37,511$1.83M0.0%-0.7%0.447%
8/8/2025 OmniStar Financial Group Inc.50,751$2.48M1.8%+20.1%0.611%
8/6/2025 Golden State Wealth Management LLC1,593$78K0.0%+148.9%0.019%
8/6/2025 Stonebridge Financial Planning Group LLC19,419$949K0.4%-6.0%0.234%
8/5/2025 Sigma Planning Corp20,995$1.03M0.0%-2.5%0.253%
8/4/2025 Great Lakes Retirement Inc.25,621$1.26M0.1%+11.4%0.309%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,232$500K0.1%-7.0%0.123%
8/1/2025 Envestnet Asset Management Inc.7,285$356K0.0%-6.7%0.088%
7/31/2025 Glass Jacobson Investment Advisors llc1,762$86K0.0%-63.0%0.021%
7/30/2025 BG Investment Services Inc.34,678$1.71M2.1%+14.5%0.418%
7/29/2025Flavin Financial Services Inc.78,729$3.85M3.7%+1.6%0.949%
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7/28/2025 Axxcess Wealth Management LLC71,255$3.48M0.1%+97.2%0.858%
7/25/2025CWM LLC4,284$209K0.0%N/A0.052%
7/17/2025 Janney Montgomery Scott LLC5,875$287K0.0%+13.0%0.071%
7/17/2025 Fifth Third Securities Inc.5,568$272K0.0%N/A0.067%
7/16/2025 Evergreen Private Wealth LLC50,245$2.45M1.0%+6.9%0.605%
7/10/2025 Moody National Bank Trust Division104,350$5.10M0.5%-0.3%1.257%
7/9/2025 Breakwater Capital Group13,310$650K0.1%-9.2%0.160%
7/2/2025Dentgroup LLC47,215$2.31M1.6%-0.8%0.609%
5/19/2025Jane Street Group LLC14,900$716K0.0%+187.7%0.195%
5/16/2025Arete Wealth Advisors LLC7,634$367K0.0%N/A0.098%


FDHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of Fidelity High Yield Factor ETF. The most heavily invested institutionals were LPL Financial LLC ($24.82M), Financial Management Professionals Inc. ($22.43M), Advisory Services Network LLC ($9.31M), Moody National Bank Trust Division ($5.82M), Flavin Financial Services Inc. ($5.45M), Raymond James Financial Inc. ($4.03M), and BG Investment Services LLC ($3.85M).Learn more on Fidelity High Yield Factor ETF's institutional investors.

Of the 53 institutional investors that purchased Fidelity High Yield Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Management Professionals Inc. ($511.42K), Raymond James Financial Inc. ($135.34K), Flavin Financial Services Inc. ($110.42K), LPL Financial LLC ($107.09K), Geneva Partners LLC ($70.08K), BG Investment Services Inc. ($57.66K), and Merit Financial Group LLC ($56.00K).

Institutional investors have bought a total of 922,882 shares in the last 24 months. This purchase volume represents approximately $45.43M in transactions.

Of the 18 institutional investors that sold Fidelity High Yield Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($18.72K), Sunbelt Securities Inc. ($11.73K), Advisory Services Network LLC ($10.77K), Merit Financial Group LLC ($9.47K), Captrust Financial Advisors ($4.67K), Stonebridge Financial Planning Group LLC ($3.34K), and Dentgroup LLC ($3.21K).

Institutional investors have sold a total of 73,649 shares in the last 24 months. This volume of shares sold represents approximately $3.62M in transactions.


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Institutional ownership data for NYSEARCA:FDHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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