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Fidelity High Yield Factor ETF (FDHY) Institutional Ownership

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$47.93
+0.07 (+0.15%)
(As of 05/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity High Yield Factor ETF (NYSEARCA:FDHY)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$37.31M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.23M
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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
5/7/2024Shared Vision Wealth Group LLC5,869$282K0.2%-61.4%0.092%
5/6/2024Advisory 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%
2/9/2024Advisory Services Network LLC180,356$8.64M0.2%+53.3%3.006%
2/9/2024CreativeOne Wealth LLC4,802$231K0.0%-12.5%0.080%
2/8/2024Shared Vision Wealth Group LLC15,223$730K0.5%N/A0.254%
2/7/2024Avantax Advisory Services Inc.4,416$212K0.0%N/A0.074%
2/7/2024Principal Securities Inc.1,040$50K0.0%N/A0.017%
2/6/2024 Lincoln National Corp105,886$5.07M0.1%+2.7%1.765%
2/5/2024Stonebridge 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%
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%
11/21/2023 GUNN & Co INVESTMENT MANAGEMENT INC.36,065$1.65M1.4%N/A0.601%
11/14/2023 Mutual Advisors LLC22,494$1.03M0.0%N/A0.375%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,233$1.06M0.2%-2.6%0.387%
11/13/2023LPL Financial LLC190,018$8.68M0.0%+34.0%3.167%
11/13/2023Kestra Advisory Services LLC8,371$383K0.0%+27.2%0.140%
11/8/2023Stonebridge Financial Planning Group LLC50,439$2.31M1.4%-15.5%0.841%
11/7/2023 Glass Jacobson Investment Advisors llc10,728$490K0.2%-7.2%0.179%
11/6/2023 Sigma Planning Corp24,028$1.10M0.0%-10.9%0.400%
11/6/2023 Lincoln National Corp103,112$4.71M0.1%+4.7%1.719%
11/6/2023Summit X LLC13,341$610K0.2%-25.1%0.222%
11/3/2023 Private Advisor Group LLC5,323$243K0.0%+5.9%0.089%
10/23/2023Commonwealth Equity Services LLC130,871$5.98M0.0%-6.5%2.181%
10/17/2023CreativeOne Wealth LLC5,487$251K0.0%-17.8%0.091%
10/13/2023 Financial Management Professionals Inc.316,523$14.47M2.5%+64,761.3%5.275%
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8/15/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,842$1.11M0.3%+11.8%0.397%
8/10/2023GeoWealth Management LLC1,610$75K0.0%-76.6%0.027%
8/10/2023Commonwealth Equity Services LLC140,017$6.51M0.0%-9.0%2.334%
8/10/2023Summit X LLC17,811$829K0.2%-4.2%0.297%
8/9/2023Flow Traders U.S. LLC11,534$537K0.0%N/A0.192%
8/7/2023 Lincoln National Corp98,477$4.58M0.1%-8.4%1.713%
8/4/2023IFP Advisors Inc18,441$927K0.0%-47.2%0.321%
8/2/2023 Sigma Planning Corp26,968$1.26M0.0%-1.5%0.469%
7/31/2023LPL Financial LLC141,823$6.60M0.0%-16.4%2.466%
7/31/2023 Smith Chas P & Associates PA Cpas653,081$30.39M2.0%+3.1%11.358%
7/26/2023 Creative Financial Designs Inc. ADV4,010$187K0.0%+13.8%0.070%
7/26/2023 Glass Jacobson Investment Advisors llc11,560$538K0.2%N/A0.201%
7/13/2023 Cambridge Investment Research Advisors Inc.12,650$589K0.0%-1.9%0.220%
7/6/2023 Apella Capital LLC5,775$269K0.0%N/A0.098%
5/12/2023GeoWealth Management LLC6,878$323K0.0%-67.4%0.115%
5/11/2023Commonwealth Equity Services LLC153,831$7.26M0.0%-7.5%2.564%
5/10/2023Summit X LLC18,592$878K0.2%-24.4%0.310%
5/10/2023LPL Financial LLC169,604$8.01M0.0%+79.1%2.827%
5/8/2023 Sigma Planning Corp27,375$1.29M0.0%+1.5%0.456%
5/4/2023Stonebridge Financial Planning Group LLC74,949$3.54M2.3%+25.6%1.249%
5/3/2023 Aspire Private Capital LLC508$23.98B0.0%N/A0.008%
5/2/2023 Lincoln National Corp107,529$5.08M0.1%+13.7%1.792%
4/27/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,329$994K0.3%-2.2%0.355%
4/27/2023 Smith Chas P & Associates PA Cpas633,382$29.90M2.0%+2.0%10.556%
4/25/2023Foundations Investment Advisors LLC42,420$2.00M0.1%+8.3%0.707%
4/24/2023Ahrens Investment Partners LLC2,300$109K0.1%N/A0.038%
4/18/2023IFP Advisors Inc34,917$1.76M0.1%N/A0.582%
4/13/2023 Financial Management Professionals Inc.1,189$56K0.0%-51.1%0.020%
4/11/2023 Mutual Advisors LLC15,991$755K0.0%N/A0.267%
3/6/2023OLD Mission Capital LLC33,833$1.56M0.0%N/A0.573%
2/13/2023Trustcore Financial Services LLC54,620$2.51M0.2%-19.7%0.926%
2/13/2023GeoWealth Management LLC21,129$972K0.1%-32.4%0.358%
2/8/2023Belpointe Asset Management LLC836$38K0.0%N/A0.014%
2/8/2023 Cambridge Investment Research Advisors Inc.10,001$460K0.0%-14.3%0.170%
2/8/2023Nwam LLC12,772$587K0.1%N/A0.216%
2/8/2023 Lincoln National Corp94,566$4.35M0.1%N/A1.603%
2/7/2023Commonwealth Equity Services LLC166,378$7.65M0.0%+28.6%2.820%
2/7/2023LPL Financial LLC94,714$4.36M0.0%-11.5%1.605%
2/7/2023Envestnet Asset Management Inc.8,103$373K0.0%-33.5%0.137%
2/6/2023 Glass Jacobson Investment Advisors llc15,428$710K0.4%N/A0.261%
2/1/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,811$1.00M0.3%-1.5%0.370%
2/1/2023 Creative Financial Designs Inc. ADV3,696$170K0.0%-9.8%0.063%
1/31/2023Kestra Advisory Services LLC10,271$472K0.0%-19.3%0.174%
1/24/2023 Sigma Planning Corp26,976$1.24M0.0%+13.5%0.457%
1/19/2023Stonebridge Financial Planning Group LLC59,690$2.75M1.8%+16.8%1.012%
1/18/2023 Private Advisor Group LLC27,014$1.24B0.1%-4.9%0.458%
1/13/2023 Lam Group Inc.565$26K0.0%N/A0.010%
1/12/2023 Smith Chas P & Associates PA Cpas620,754$28.55M2.0%N/A10.611%
1/11/2023 Financial Management Professionals Inc.2,433$112K0.0%-44.0%0.042%
1/11/2023Foundations Investment Advisors LLC39,187$1.80M0.1%+38.7%0.670%
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Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

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1/10/2023 Apella Capital LLC6,394$294K0.0%-9.3%0.109%
11/15/2022Commonwealth Equity Services LLC129,357$5.72M0.0%+57.0%2.310%
11/10/2022 Sigma Planning Corp23,763$1.05M0.0%+220.2%0.424%
11/3/2022Trustcore Financial Services LLC68,034$3.01M0.3%-6.5%1.215%
11/2/2022Summit X LLC21,355$942K0.3%-13.2%0.381%
11/1/2022Kestra Advisory Services LLC12,730$563K0.0%-6.7%0.227%
11/1/2022 Creative Financial Designs Inc. ADV4,097$181K0.0%-12.3%0.073%
11/1/2022Stonebridge Financial Planning Group LLC51,120$2.26M1.6%N/A0.913%
10/27/2022 Financial Management Professionals Inc.4,344$192K0.0%+691.3%0.078%
10/19/2022Foundations Investment Advisors LLC28,255$1.25M0.1%+33.8%0.505%
(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, 43 institutional investors and hedge funds held shares of Fidelity High Yield Factor ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($23.98B), Financial Management Professionals Inc. ($14.92M), LPL Financial LLC ($8.68M), Advisory Services Network LLC ($8.46M), Commonwealth Equity Services LLC ($5.98M), Lincoln National Corp ($5.01M), and Smith Chas P & Associates PA Cpas ($3.46M).Learn more on FDHY's institutional investors.

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

Of the 37 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: Smith Chas P & Associates PA Cpas ($1.33M), Financial Management Professionals Inc. ($335.32K), LPL Financial LLC ($123.09K), Lincoln National Corp ($114.94K), Commonwealth Equity Services LLC ($97.89K), Stonebridge Financial Planning Group LLC ($74.95K), and Trustcore Financial Services LLC ($72.09K).

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

Institutional investors have bought a total of 2,628,985 shares in the last 24 months. This purchase volume represents approximately $120.83M in transactions.

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

Of the 23 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: J.W. Cole Advisors Inc. ($133.25K), LPL Financial LLC ($40.13K), Commonwealth Equity Services LLC ($35.51K), GeoWealth Management LLC ($29.64K), Financial Management Professionals Inc. ($24.45K), Stonebridge Financial Planning Group LLC ($22.39K), and Trustcore Financial Services LLC ($18.17K).

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

Institutional investors have sold a total of 417,548 shares in the last 24 months. This volume of shares sold represents approximately $19.33M in transactions.


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This page (NYSEARCA:FDHY) was last updated on 5/7/2024 by MarketBeat.com Staff

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