
Fidelity High Yield Factor is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $105.9M. LPL Financial LLC is the largest holder with a position valued at $21.1M.
Overview of institutional ownership in FDHY as of Q3 2025
Institutions with the largest positions in FDHY as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $21.1M 0.01% of portfolio |
Financial Management Professionals, Inc. RIA/Wealth | $20.2M 2.11% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $7.6M 0.11% of portfolio |
M MOODY NATIONAL BANK TRUST DIVISION Institution | $5.2M 0.44% of portfolio |
F Flavin Financial Services, Inc. RIA/Wealth | $5.0M 3.55% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.0M 0.00% of portfolio |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $3.5M 0.07% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.1M 0.00% of portfolio |
BG Investment Services, Inc. RIA/Wealth | $2.8M 2.80% of portfolio |
Merit Financial Group, LLC RIA/Wealth | $2.8M 0.03% of portfolio |
Institutional buying and selling activity for FDHY in Q3 2025
| Institution | Net Bought |
|---|---|
Financial Management Professionals, Inc. RIA/Wealth | +$20.2M +407.4K shares |
Merit Financial Group, LLC RIA/Wealth | +$2.8M +56.0K shares |
L LPL Financial LLC Institution | +$1.4M +27.5K shares |
BG Investment Services, Inc. RIA/Wealth | +$1.1M +23.0K shares |
F Flavin Financial Services, Inc. RIA/Wealth | +$1.1M +22.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$633.6K +12.9K shares |
MORGAN STANLEY RIA/Wealth | +$320.3K +6.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$289.3K +5.9K shares |
Cetera Investment Advisers RIA/Wealth | +$246.3K +5.0K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$244.8K +5.0K shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.6M −52.4K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$1.2M −23.4K shares |
Sunbelt Securities, Inc. RIA/Wealth | −$432.0K −8.8K shares |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | −$272.0K −5.6K shares |
CWM, LLC RIA/Wealth | −$209.3K −4.3K shares |
H HRT FINANCIAL LLC Institution | −$200.3K −4.1K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$141.7K −2.9K shares |
OmniStar Financial Group, Inc. RIA/Wealth | −$128.6K −2.6K shares |
J JANE STREET GROUP, LLC Institution | −$117.8K −2.4K shares |
−$108.5K −2.2K shares |
Institutions that initiated new positions or completely exited FDHY in Q3 2025
| Institution | Position Value |
|---|---|
Merit Financial Group, LLC RIA/Wealth | $2.8M 56.0K shares |
Cetera Investment Advisers RIA/Wealth | $246.3K 5.0K shares |
A Atlantic Trust Group, LLC Institution | $121.3K 2.5K shares |
| Institution | Previous Position |
|---|---|
FIFTH THIRD SECURITIES, INC. RIA/Wealth | $272.0K 5.6K shares |
CWM, LLC RIA/Wealth | $209.3K 4.3K shares |
H HRT FINANCIAL LLC Institution | $200.3K 4.1K shares |
Institutions with the largest Call and Put options positions in FDHY as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FDHY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F Flavin Financial Services, Inc. RIA/Wealth | 3.55% $5.0M |
BG Investment Services, Inc. RIA/Wealth | 2.80% $2.8M |
Financial Management Professionals, Inc. RIA/Wealth | 2.11% $20.2M |
Dentgroup LLC RIA/Wealth | 1.50% $2.3M |
OmniStar Financial Group, Inc. RIA/Wealth | 1.44% $2.4M |
Evergreen Private Wealth LLC RIA/Wealth | 1.00% $2.5M |
PLANWISER FINANCIAL, LLC RIA/Wealth | 0.81% $1.0M |
M MOODY NATIONAL BANK TRUST DIVISION Institution | 0.44% $5.2M |
0.32% $848.9K | |
F Freestate Advisors LLC Institution | 0.24% $287.1K |
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