Fidelity YLD Enhan Eqty ETFFYEEETF

13F holders, Q1 2025 (March 31)
7holders +1
2new positions
2sold out
$25.61avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Fidelity YLD Enhan Eqty ETF (FYEE) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were FMR LLC ($1.5M), Mission Financial Group, LLC ($991K) and Commonwealth Equity Services, LLC ($667K).

Company
Fidelity YLD Enhan Eqty ETF
CUSIP
31624J729
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 6Q2 2025Q3 2025: 21Q3 2025Q4 2025: 40Q4 2025Q1 2026: 44Q1 2026Q2 2026: 54Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$698K
Exits2$439K

All 13F filers, Q4 2024 → Q1 2025: 32,305 shares bought and 66,441 shares sold, net −34,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

FMR LLC 0.00% Reduce -45.0% 61,000 $1.5M
Mission Financial Group, LLC 0.92% — 36,532 $991K
Commonwealth Equity Services, LLC 0.00% New 26,542 $667K
Kestra Private Wealth Services, LLC 0.01% Add +1.2% 24,312 $611K
Royal Bank of Canada 0.00% Add +170.1% 6,657 $167K
Osaic Holdings, Inc. 0.00% New 1,243 $31K
Sunbelt Securities, Inc. 0.00% Add +26.6% 233 $6K

"% of holder's portfolio" is FYEE's weight in each manager's 13F, not the share of Fidelity YLD Enhan Eqty ETF the manager owns.