Fidelity Enh Hi YLD ETFFDHYETF
13F holders, Q4 2025 (December 31)72holders +5
7new positions
6sold out
$49.39avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding Fidelity Enh Hi YLD ETF (FDHY) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($24.8M), Financial Management Professionals, Inc. ($22.4M) and Advisory Services Network, LLC ($9.3M).
- Company
- Fidelity Enh Hi YLD ETF
- CUSIP
- 316092618
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 6 | $3.4M |
All 13F filers, Q3 2025 → Q4 2025: 293,101 shares bought and 108,493 shares sold, net +184,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| LPL Financial LLC | 0.01% | Add +17.5% | 503,214 | $24.8M |
| Financial Management Professionals, Inc. | 2.31% | Add +10.7% | 451,872 | $22.4M |
| Advisory Services Network, LLC | 0.13% | Add +21.9% | 188,681 | $9.3M |
| Flavin Financial Services, Inc. | 3.73% | Add +9.0% | 110,418 | $5.4M |
| Moody National Bank Trust Division | 0.51% | Add +2.7% | 108,413 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +13.6% | 92,710 | $4.6M |
| BG Investment Services, LLC | 3.43% | Add +35.3% | 77,994 | $3.8M |
| Axxcess Wealth Management, LLC | 0.06% | No change | 71,105 | $3.5M |
| Morgan Stanley | 0.00% | Add +43.5% | 63,767 | $3.1M |
| Evergreen Private Wealth LLC | 1.03% | Add +6.3% | 53,103 | $2.6M |
| OmniStar Financial Group, Inc. | 1.43% | Add +3.0% | 49,576 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 49,007 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Reduce -16.9% | 46,537 | $2.3M |
| Dentgroup LLC | 1.49% | Reduce -6.8% | 43,929 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.1% | 43,392 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.2% | 41,588 | $2.1M |
| Wise Wealth Partners | 2.58% | New | 36,507 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 36,448 | $1.8M |
| Great Lakes Retirement, Inc. | 0.15% | Add +4.7% | 28,929 | $1.4M |
| Sigma Planning Corp | 0.03% | Reduce -1.8% | 20,554 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.6% | 16,584 | $818K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Reduce -6.6% | 16,082 | $793K |
| Captrust Financial Advisors | 0.00% | Reduce -4.6% | 15,464 | $763K |
| Cibc World Market Inc. | 0.00% | Add +3.5% | 11,870 | $586K |
| Breakwater Capital Group | 0.08% | Reduce -4.0% | 11,472 | $566K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.7% | 11,231 | $554K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +111.4% | 10,496 | $518K |
| MML Investors Services, LLC | 0.00% | Add +32.2% | 10,441 | $515K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -4.8% | 10,335 | $510K |
| Truist Financial Corp. | 0.00% | No change | 9,810 | $484K |
| Foronjy Financial LLC | 0.18% | Add +4.6% | 8,736 | $431K |
| NWF Advisory Services Inc. | 0.05% | Add +11.3% | 8,278 | $408K |
| Storgate, LLC | 0.27% | — | 6,776 | $334K |
| Shared Vision Wealth Group LLC | 0.12% | No change | 5,869 | $291K |
| Freestate Advisors LLC | 0.24% | Add +1.0% | 5,884 | $290K |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 5,485 | $271K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.3% | 5,454 | $269K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,400 | $266K |
| Eagle Wealth Advisors LLC | 0.21% | — | 4,943 | $245K |
| Prepared Retirement Institute LLC | 0.12% | Add +1.6% | 4,914 | $242K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 4,828 | $234K |
| Royal Bank of Canada | 0.00% | Add +0.5% | 4,652 | $229K |
| Clearstead Trust, LLC | 0.04% | Add +38.0% | 4,614 | $228K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.6% | 4,258 | $210K |
| IFP Advisors, Inc | 0.00% | Add +747.4% | 2,932 | $145K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,461 | $121K |
| FMR LLC | 0.00% | Add +153.4% | 1,873 | $92K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +1.6% | 1,820 | $90K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -3.9% | 1,482 | $73K |
| AE Wealth Management LLC | 0.00% | Reduce -44.2% | 1,200 | $59K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $49K |
| Jones Financial Companies LLLP | 0.00% | New | 789 | $39K |
| MAI Capital Management | 0.00% | Add +1.6% | 770 | $38K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 766 | $38K |
| Arax Advisory Partners | 0.00% | New | 747 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 734 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.6% | 699 | $34K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.2% | 601 | $30K |
| UBS Group AG | 0.00% | Add +118.8% | 525 | $26K |
| Nalls Sherbakoff Group, LLC | 0.02% | New | 510 | $25K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 351 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 232 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 225 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 217 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 203 | $10K |
| SHP Wealth Management | 0.00% | — | 200 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.7% | 183 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.9% | 110 | $5K |
| Covestor Ltd | 0.00% | No change | 100 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 10 | $493 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $59 |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% 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.