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Fidelity High Yield Factor ETF (FDHY) Institutional Ownership

Fidelity High Yield Factor ETF logo
$49.10 0.00 (0.00%)
As of 07/2/2026 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)
44
Total
Institutional Inflows
(last 12 months)
$50.95M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.99M
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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
5/18/2026Sunbelt Securities Inc.1,293$63K0.0%-69.6%0.013%
5/13/2026Cetera Investment Advisers26,465$1.29M0.0%+382.5%0.259%
5/5/2026Sigma Planning Corp21,011$1.02M0.0%+2.2%0.206%
4/30/2026Kestra Advisory Services LLC45,522$2.22M0.0%+9.5%0.451%
4/29/2026Axxcess Wealth Management LLC69,994$3.40M0.1%-1.6%0.693%
4/29/2026Geneva Partners LLC70,077$3.40M1.6%N/A0.694%
4/29/2026Evergreen Private Wealth LLC54,451$2.64M1.1%+2.5%0.539%
4/20/2026Kestra Private Wealth Services LLC10,759$522K0.0%+2.5%0.108%
4/20/2026Breakwater Capital Group12,428$603K0.1%+8.3%0.124%
3/12/2026Nalls Sherbakoff Group LLC510$25K0.0%N/A0.005%
3/3/2026NWF Advisory Services Inc.8,278$408K0.0%+11.3%0.081%
2/18/2026NewEdge Advisors LLC601$30K0.0%-42.2%0.006%
2/17/2026Cetera Investment Advisers5,485$271K0.0%+9.8%0.054%
2/17/2026Osaic Holdings Inc.49,007$2.42M0.0%+3.3%0.480%
2/17/2026Advisory Services Network LLC188,681$9.31M0.1%+21.9%1.850%
2/17/2026Captrust Financial Advisors15,464$763K0.0%-4.6%0.152%
2/16/2026MML Investors Services LLC10,441$515K0.0%+32.2%0.102%
2/16/2026Arax Advisory Partners747$37K0.0%N/A0.007%
2/13/2026Kestra Advisory Services LLC41,588$2.05M0.0%+21.2%0.408%
2/13/2026Integrated Wealth Concepts LLC5,400$266K0.0%N/A0.053%
2/13/2026Storgate LLC6,776$334K0.3%N/A0.066%
2/12/2026Commonwealth Equity Services LLC43,392$2.14M0.0%-30.1%0.425%
2/12/2026Great Lakes Retirement Inc.28,929$1.44M0.1%+4.7%0.284%
2/11/2026Janney Montgomery Scott LLC5,454$269K0.0%-7.3%0.053%
2/11/2026LPL Financial LLC503,214$24.82M0.0%+17.5%4.933%
2/10/2026Cibc World Market Inc.11,870$586K0.0%+3.5%0.116%
2/9/2026Clearstead Trust LLC4,614$228K0.0%+38.0%0.045%
2/6/2026IFP Advisors Inc2,932$145K0.0%+747.4%0.029%
2/5/2026Flavin Financial Services Inc.110,418$5.45M3.7%+9.0%1.083%
2/5/2026Stonebridge Financial Planning Group LLC16,082$793K0.3%-6.6%0.158%
2/5/2026BG Investment Services LLC77,994$3.85M3.4%+35.3%0.765%
2/3/2026Foronjy Financial LLC8,736$431K0.2%+4.6%0.086%
1/30/2026Sigma Planning Corp20,554$1.01M0.0%-1.8%0.206%
1/29/2026Eagle Wealth Advisors LLC4,943$245K0.2%N/A0.049%
1/29/2026Kestra Private Wealth Services LLC10,496$518K0.0%+111.4%0.105%
1/29/2026Wise Wealth Partners36,507$1.80M2.6%N/A0.365%
1/28/2026Dentgroup LLC43,929$2.17M1.5%-6.8%0.439%
1/28/2026Evergreen Private Wealth LLC53,103$2.62M1.0%+6.3%0.531%
1/27/2026Financial Management Professionals Inc.451,872$22.43M2.3%+10.7%4.519%
1/26/2026Merit Financial Group LLC46,537$2.30M0.0%-16.9%0.480%
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1/12/2026Moody National Bank Trust Division108,413$5.35M0.5%+2.7%1.129%
1/9/2026Breakwater Capital Group11,472$566K0.1%-4.0%0.121%
1/1/2026JPMorgan 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%
11/18/2025Advisory Services Network LLC154,744$7.63M0.1%+0.2%1.739%
11/18/2025Stonebridge Financial Planning Group LLC17,219$849K0.3%-11.3%0.193%
11/17/2025OmniStar Financial Group Inc.48,142$2.37M1.4%-5.1%0.541%
11/17/2025Kestra Private Wealth Services LLC4,966$245K0.0%N/A0.056%
11/17/2025NewEdge 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%
11/13/2025Planwiser Financial LLC20,560$1.01M0.8%+3.1%0.231%
11/12/2025Great Lakes Retirement Inc.27,639$1.36M0.1%+7.9%0.311%
11/12/2025Arete Wealth Advisors LLC6,231$307K0.0%-20.7%0.070%
11/10/2025Clearstead Trust LLC3,343$165K0.0%+2,056.8%0.038%
11/7/2025JPMorgan 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%
11/6/2025Breakwater Capital Group11,944$589K0.1%-10.3%0.134%
11/5/2025J.W. Cole Advisors Inc.4,829$238K0.0%-25.9%0.054%
11/5/2025Envestnet Asset Management Inc.8,154$402K0.0%+11.9%0.092%
11/3/2025AE Wealth Management LLC2,150$106K0.0%-29.2%0.024%
10/31/2025BG Investment Services Inc.57,664$2.84M2.8%+66.3%0.648%
10/24/2025Evergreen Private Wealth LLC49,958$2.46M1.0%-0.6%0.561%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,862$535K0.1%+6.2%0.122%
10/22/2025Foronjy Financial LLC8,355$412K0.2%+9.5%0.094%
10/20/2025Merit Financial Group LLC56,002$2.76M0.0%N/A0.629%
10/15/2025Financial Management Professionals Inc.408,374$20.24M2.1%+40,534.2%4.694%
10/6/2025Moody 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%
8/19/2025Advisory 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%
8/14/2025Planwiser Financial LLC19,949$978K0.8%N/A0.237%
8/12/2025JPMorgan Chase & Co.37,511$1.83M0.0%-0.7%0.447%
8/8/2025OmniStar Financial Group Inc.50,751$2.48M1.8%+20.1%0.611%
8/6/2025Golden State Wealth Management LLC1,593$78K0.0%+148.9%0.019%
8/6/2025Stonebridge Financial Planning Group LLC19,419$949K0.4%-6.0%0.234%
8/5/2025Sigma Planning Corp20,995$1.03M0.0%-2.5%0.253%
8/4/2025Great Lakes Retirement Inc.25,621$1.26M0.1%+11.4%0.309%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,232$500K0.1%-7.0%0.123%
8/1/2025Envestnet Asset Management Inc.7,285$356K0.0%-6.7%0.088%
7/31/2025Glass Jacobson Investment Advisors llc1,762$86K0.0%-63.0%0.021%
7/30/2025BG 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%
7/28/2025Axxcess Wealth Management LLC71,255$3.48M0.1%+97.2%0.858%
7/25/2025CWM LLC4,284$209K0.0%N/A0.052%
7/17/2025Janney Montgomery Scott LLC5,875$287K0.0%+13.0%0.071%
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7/17/2025Fifth Third Securities Inc.5,568$272K0.0%N/A0.067%
7/16/2025Evergreen Private Wealth LLC50,245$2.45M1.0%+6.9%0.605%
7/10/2025Moody National Bank Trust Division104,350$5.10M0.5%-0.3%1.257%
7/9/2025Breakwater 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%
5/14/2025Kestra Advisory Services LLC46,729$2.25M0.0%+13.0%0.599%
5/13/2025Raymond James Financial Inc.60,778$2.92M0.0%+13.2%0.779%
5/7/2025LPL Financial LLC353,624$16.99M0.0%+0.4%4.534%


FDHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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), Flavin Financial Services Inc. ($5.45M), Moody National Bank Trust Division ($5.35M), 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 54 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), Axxcess Wealth Management LLC ($85.92K), Geneva Partners LLC ($70.08K), and BG Investment Services Inc. ($57.66K).

Institutional investors have bought a total of 1,035,918 shares in the last 24 months. This purchase volume represents approximately $50.95M in transactions.

Of the 22 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 ($4.58K), and Dentgroup LLC ($3.21K).

Institutional investors have sold a total of 81,166 shares in the last 24 months. This volume of shares sold represents approximately $3.99M in transactions.


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This page (NYSEARCA:FDHY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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