Fidelity Enh Hi YLD ETFFDHYETF
13F holders, Q1 2024 (March 31)58holders
$47.99avg. 13F price*
At the end of Q1 2024, 58 institutions reported holding Fidelity Enh Hi YLD ETF (FDHY) in their 13F filings. The largest holders were Financial Management Professionals, Inc. ($14.9M), LPL Financial LLC ($11.1M) and Advisory Services Network, LLC ($8.5M).
- Company
- Fidelity Enh Hi YLD ETF
- CUSIP
- 316092618
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.2M |
| Exits | 5 | $2.8M |
Ownership 58 holders
| Financial Management Professionals, Inc. | 2.20% | Add +5.3% | 310,726 | $14.9M |
| LPL Financial LLC | 0.01% | Add +15.4% | 230,972 | $11.1M |
| Advisory Services Network, LLC | 0.19% | Reduce -2.3% | 176,271 | $8.5M |
| Lincoln National Corp. | 0.08% | Reduce -1.4% | 104,367 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 98,882 | $4.7M |
| Smith Chas P & Associates Pa Cpas | 0.21% | New | 72,013 | $3.5M |
| Jane Street Group, LLC | 0.00% | Reduce -32.9% | 69,289 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 65,515 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -18.8% | 45,716 | $2.2M |
| Evergreen Private Wealth LLC | 1.08% | Add +12.8% | 45,001 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 38,415 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.93% | Reduce -1.7% | 36,682 | $1.8M |
| Sigma Planning Corp | 0.04% | Add +114.0% | 25,477 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.0% | 22,893 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.3% | 16,549 | $794K |
| OmniStar Financial Group, Inc. | 0.67% | New | 15,146 | $727K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 14,834 | $712K |
| Hartline Investment Corp./ | 0.12% | New | 14,425 | $692K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -0.3% | 14,425 | $692K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 12,243 | $588K |
| Truist Financial Corp. | 0.00% | No change | 9,810 | $471K |
| NWF Advisory Services Inc. | 0.07% | Reduce -4.0% | 9,186 | $441K |
| CreativeOne Wealth, LLC | 0.01% | Add +55.3% | 7,457 | $358K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +6.9% | 7,068 | $339K |
| Breakwater Capital Group | 0.08% | New | 6,615 | $318K |
| Shared Vision Wealth Group LLC | 0.18% | Reduce -61.5% | 5,869 | $282K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.0% | 5,580 | $269K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 5,040 | $242K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.0% | 4,892 | $235K |
| Cibc World Market Inc. | 0.00% | Add +3.6% | 4,865 | $234K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,772 | $219K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.1% | 4,510 | $216K |
| Apella Capital, LLC | 0.01% | Reduce -5.0% | 4,437 | $213K |
| Prepared Retirement Institute LLC | 0.16% | Add +1.7% | 4,381 | $210K |
| Royal Bank of Canada | 0.00% | Add +2.0% | 4,324 | $207K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 4,281 | $205K |
| Sunbelt Securities, Inc. | 0.02% | Add +26.4% | 4,257 | $204K |
| FMR LLC | 0.00% | Add +115566.7% | 3,470 | $167K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.4% | 1,738 | $83K |
| Principal Securities, Inc. | 0.00% | Add +6.8% | 1,111 | $53K |
| Fortitude Family Office, LLC | 0.03% | Add +1.7% | 1,001 | $48K |
| UBS Group AG | 0.00% | New | 850 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 458 | $22K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 400 | $19K |
| NewEdge Advisors, LLC | 0.00% | Reduce -52.5% | 244 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 225 | $11K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.5% | 198 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 190 | $9K |
| Lanark Financial, Inc. | 0.00% | New | 200 | $9K |
| Spire Wealth Management | 0.00% | No change | 185 | $9K |
| Bfsg, LLC | 0.00% | New | 150 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 111 | $5K |
| Avior Wealth Management, LLC | 0.00% | No change | 107 | $5K |
| Lam Group, Inc. | 0.00% | Add +33.3% | 80 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +2.5% | 41 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -44.8% | 16 | $768 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -70.0% | 3 | $152 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $37 |
"% of holder's portfolio" is FDHY's weight in each manager's 13F, not the share of Fidelity Enh Hi YLD ETF the manager owns.