Fidelity Enh Hi YLD ETFFDHYETF
13F holders, Q4 2024 (December 31)68holders +6
6new positions
2sold out
$48.26avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding Fidelity Enh Hi YLD ETF (FDHY) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Financial Management Professionals, Inc. ($19.9M), LPL Financial LLC ($17.0M) and Advisory Services Network, LLC ($8.0M).
- Company
- Fidelity Enh Hi YLD ETF
- CUSIP
- 316092618
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $566K |
| Exits | 2 | $28K |
All 13F filers, Q3 2024 → Q4 2024: 147,119 shares bought and 60,460 shares sold, net +86,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Financial Management Professionals, Inc. | 2.51% | Add +4.3% | 411,846 | $19.9M |
| LPL Financial LLC | 0.01% | Add +9.6% | 352,276 | $17.0M |
| Advisory Services Network, LLC | 0.15% | Reduce -3.5% | 165,991 | $8.0M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 162,761 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.8% | 110,057 | $5.3M |
| Moody National Bank Trust Division | 0.51% | Add +1.9% | 101,207 | $4.9M |
| Flavin Financial Services, Inc. | 3.38% | — | 73,738 | $3.6M |
| Raymond James Financial Inc. | 0.00% | — | 53,698 | $2.6M |
| Evergreen Private Wealth LLC | 1.04% | Add +2.4% | 46,170 | $2.2M |
| OmniStar Financial Group, Inc. | 1.70% | Add +0.6% | 43,709 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +68.5% | 41,344 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +7.9% | 38,439 | $1.9M |
| Smith Chas P & Associates Pa Cpas | 0.10% | Reduce -27.9% | 34,841 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +64.0% | 29,750 | $1.4M |
| Dentgroup LLC | 0.98% | Add +18.1% | 26,664 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -22.8% | 25,450 | $1.2M |
| Great Lakes Retirement, Inc. | 0.15% | Add +2.9% | 24,136 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -38.4% | 23,649 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +3.2% | 22,490 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.47% | Reduce -6.4% | 21,931 | $1.1M |
| BG Investment Services, LLC | 0.87% | — | 17,934 | $865K |
| JPMorgan Chase & Co. | 0.00% | Add +35.4% | 16,873 | $814K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +9.0% | 15,645 | $755K |
| Sunbelt Securities, Inc. | 0.06% | Add +172.4% | 12,997 | $627K |
| Breakwater Capital Group | 0.12% | Add +27.6% | 12,858 | $620K |
| Cibc World Market Inc. | 0.00% | Add +12.6% | 10,850 | $524K |
| Truist Financial Corp. | 0.00% | No change | 9,810 | $473K |
| NWF Advisory Services Inc. | 0.07% | Add +0.3% | 9,379 | $455K |
| Avantax Advisory Services, Inc. | 0.00% | Add +78.5% | 8,855 | $427K |
| MML Investors Services, LLC | 0.00% | Add +10.1% | 6,651 | $321K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 5,937 | $286K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 5,869 | $283K |
| Freestate Advisors LLC | 0.29% | Add +1.0% | 5,854 | $282K |
| Creative Planning | 0.00% | New | 5,745 | $277K |
| United Advisor Group, LLC | 0.05% | Reduce -22.6% | 5,383 | $260K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 5,201 | $251K |
| Jane Street Group, LLC | 0.00% | Reduce -69.2% | 5,179 | $250K |
| Quadrant Capital Group LLC | 0.02% | No change | 5,000 | $241K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -23.3% | 4,762 | $230K |
| Prepared Retirement Institute LLC | 0.13% | Add +1.6% | 4,598 | $222K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 4,286 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.6% | 4,278 | $206K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 4,163 | $200K |
| AE Wealth Management LLC | 0.00% | New | 3,135 | $151K |
| FMR LLC | 0.00% | Add +1363.7% | 2,459 | $119K |
| Castleview Partners, LLC | 0.05% | New | 2,037 | $99K |
| FWL Investment Management, LLC | 0.03% | Reduce -15.3% | 1,740 | $84K |
| Fortitude Family Office, LLC | 0.02% | Add +1.6% | 1,050 | $51K |
| Principal Securities, Inc. | 0.00% | Add +1.0% | 924 | $45K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $39K |
| MAI Capital Management | 0.00% | New | 774 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +1652.4% | 736 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 716 | $35K |
| Golden State Wealth Management, LLC | 0.00% | — | 636 | $31K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 401 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 400 | $19K |
| Lam Group, Inc. | 0.01% | No change | 265 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 225 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.5% | 201 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 165 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 107 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 89 | $4K |
| Spire Wealth Management | 0.00% | No change | 80 | $4K |
| GeoWealth Management, LLC | 0.00% | Reduce -35.5% | 69 | $3K |
| UBS Group AG | 0.00% | New | 25 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | Add +14.3% | 8 | $365 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3 | $145 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -66.7% | 1 | $54 |
"% 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.