FDHY Institutional Ownership
Fidelity Enhanced High Yield ETF
1W: -0.9%
1M: -2.7%
3M: -3.4%
YTD: -2.5%
1Y: -2.6%
3Y: +20.6%
5Y: +11.2%
$47.52
+0.04 (+0.08%)
Weekly Expected Move ±0.6%
$47
$47
$48
$48
$48
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — FDHY
86
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
109M
Total Invested
11
New Positions
36
Increased
25
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 529,381 | $25M | +30,144 | +6.0% | 20Q | SEC ↗ |
| 2 | Advisory Services Network, LLC | 196,935 | $9M | +17,716 | +9.9% | 21Q | SEC ↗ |
| 3 | Geneva Partners, LLC | 126,339 | $6M | +56,262 | +80.3% | 2Q | SEC ↗ |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | 118,644 | $6M | +2,112 | +1.8% | 8Q | SEC ↗ |
| 5 | BG Investment Services, LLC | 114,531 | $5M | +18,076 | +18.7% | 7Q | SEC ↗ |
| 6 | Flavin Financial Services, Inc. | 113,813 | $5M | +2,805 | +2.5% | 7Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 92,635 | $4M | -5,243 | -5.4% | 7Q | SEC ↗ |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 69,794 | $3M | -200 | -0.3% | 9Q | SEC ↗ |
| 9 | OmniStar Financial Group, Inc. | 65,334 | $3M | +5,276 | +8.8% | 10Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 62,748 | $3M | +17,226 | +37.8% | 17Q | SEC ↗ |
| 11 | Mutual Advisors, LLC | 61,714 | $3M | +3,405 | +5.8% | 2Q | SEC ↗ |
| 12 | MORGAN STANLEY | 57,559 | $3M | -7,590 | -11.7% | 23Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 50,646 | $2M | +3,497 | +7.4% | 2Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 47,941 | $2M | +17,075 | +55.3% | 26Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 46,621 | $2M | +633 | +1.4% | 30Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 39,925 | $2M | +2,418 | +6.4% | 9Q | SEC ↗ |
| 17 | Great Lakes Retirement, Inc. | 33,895 | $2M | +2,021 | +6.3% | 8Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 30,540 | $1M | +4,075 | +15.4% | 4Q | SEC ↗ |
| 19 | PLANWISER FINANCIAL, LLC NEW | 23,155 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 20,926 | $994K | +5,394 | +34.7% | 11Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 20,846 | $991K | +3,025 | +17.0% | 24Q | SEC ↗ |
| 22 | Sigma Planning Corp | 20,725 | $985K | -286 | -1.4% | 19Q | SEC ↗ |
| 23 | Townsend Financial Planning, LLC | 20,375 | $968K | +7,384 | +56.8% | 2Q | SEC ↗ |
| 24 | Storgate, LLC | 19,582 | $931K | +12,806 | +189.0% | 3Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 17,911 | $851K | +6,096 | +51.6% | 12Q | SEC ↗ |
| 26 | CAPTRUST FINANCIAL ADVISORS | 15,457 | $735K | -13 | -0.1% | 14Q | SEC ↗ |
| 27 | Breakwater Capital Group | 14,906 | $708K | +2,478 | +19.9% | 10Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 14,363 | $683K | -29,793 | -67.5% | 2Q | SEC ↗ |
| 29 | Stonebridge Financial Planning Group, | 13,431 | $638K | -362 | -2.6% | 16Q | SEC ↗ |
| 30 | KESTRA PRIVATE WEALTH SERVICES, LLC | 12,495 | $594K | +1,736 | +16.1% | 4Q | SEC ↗ |
| 31 | Merit Financial Group, LLC | 12,447 | $591K | -6,041 | -32.7% | 4Q | SEC ↗ |
| 32 | CIBC WORLD MARKET INC. | 12,000 | $570K | +255 | +2.2% | 20Q | SEC ↗ |
| 33 | Bay Colony Advisory Group, Inc d/b/a B | 9,246 | $439K | -463 | -4.8% | 19Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 8,797 | $418K | +2,915 | +49.6% | 3Q | SEC ↗ |
| 35 | NWF Advisory Services Inc. | 8,278 | $393K | — | +0.0% | 12Q | SEC ↗ |
| 36 | Wealth Care LLC NEW | 6,690 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Old Mission Investment Co LLC NEW | 6,503 | $309K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Freestate Advisors LLC | 6,091 | $289K | +78 | +1.3% | 8Q | SEC ↗ |
| 39 | Shared Vision Wealth Group LLC | 5,869 | $279K | — | +0.0% | 11Q | SEC ↗ |
| 40 | FORONJY FINANCIAL LLC | 5,687 | $270K | -3,098 | -35.3% | 5Q | SEC ↗ |
| 41 | KINTRA WEALTH, LLC | 5,479 | $260K | +147 | +2.8% | 2Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 5,430 | $258K | -23 | -0.4% | 11Q | SEC ↗ |
| 43 | Symphony Financial, Ltd. Co. NEW | 5,100 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Prepared Retirement Institute LLC | 5,078 | $241K | +83 | +1.7% | 11Q | SEC ↗ |
| 45 | CITIZENS FINANCIAL GROUP INC/RI NEW | 5,056 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 46 | J.W. COLE ADVISORS, INC. NEW | 4,957 | $236K | — | +0.0% | 1Q | SEC ↗ |
| 47 | FMR LLC | 4,817 | $229K | +3,052 | +172.9% | 15Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 4,738 | $225K | +180 | +3.9% | 27Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC | 4,639 | $220K | -1,000 | -17.7% | 3Q | SEC ↗ |
| 50 | Clearstead Trust, LLC | 4,614 | $219K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| PLANWISER FINANCIAL, LLC | 23,155 | $1M |
| Wealth Care LLC | 6,690 | $318K |
| Old Mission Investment Co LLC | 6,503 | $309K |
| Symphony Financial, Ltd. Co. | 5,100 | $242K |
| CITIZENS FINANCIAL GROUP INC/RI | 5,056 | $240K |
| J.W. COLE ADVISORS, INC. | 4,957 | $236K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,934 | $139K |
| Global Retirement Partners, LLC | 738 | $35K |
| Washington Trust Advisors, Inc. | 27 | $1K |
| FIDUCIARY FINANCIAL ADVISORS | 1 | $0K |
| Prairie Wealth Advisors, Inc. | 0 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 450,000 | $21M |
| Evergreen Private Wealth LLC | 54,451 | $3M |
| Wise Wealth Partners | 36,557 | $2M |
| CITADEL ADVISORS LLC | 10,370 | $493K |
| TRUIST FINANCIAL CORP | 9,810 | $466K |
| Arete Wealth Advisors, LLC | 6,081 | $289K |
| Eagle Wealth Advisors LLC | 4,943 | $235K |
| MAI Capital Management | 770 | $37K |
| FLAGSHIP HARBOR ADVISORS, LLC | 351 | $17K |
| UBS Group AG | 280 | $13K |
| SHP Wealth Management | 200 | $10K |
| Western Wealth Management, LLC | 70 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Geneva Partners, LLC | +56,262 | +80.3% | 126,339 |
| LPL Financial LLC | +30,144 | +6.0% | 529,381 |
| BG Investment Services, LLC | +18,076 | +18.7% | 114,531 |
| Advisory Services Network, LLC | +17,716 | +9.9% | 196,935 |
| Kestra Advisory Services, LLC | +17,226 | +37.8% | 62,748 |
| OSAIC HOLDINGS, INC. | +17,075 | +55.3% | 47,941 |
| Storgate, LLC | +12,806 | +189.0% | 19,582 |
| Townsend Financial Planning, LLC | +7,384 | +56.8% | 20,375 |
| MML INVESTORS SERVICES, LLC | +6,096 | +51.6% | 17,911 |
| ENVESTNET ASSET MANAGEMENT INC | +5,394 | +34.7% | 20,926 |
| OmniStar Financial Group, Inc. | +5,276 | +8.8% | 65,334 |
| Cetera Investment Advisers | +4,075 | +15.4% | 30,540 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,497 | +7.4% | 50,646 |
| Mutual Advisors, LLC | +3,405 | +5.8% | 61,714 |
| FMR LLC | +3,052 | +172.9% | 4,817 |
| Cambridge Investment Research Advis | +3,025 | +17.0% | 20,846 |
| JONES FINANCIAL COMPANIES LLLP | +2,915 | +49.6% | 8,797 |
| Flavin Financial Services, Inc. | +2,805 | +2.5% | 113,813 |
| Breakwater Capital Group | +2,478 | +19.9% | 14,906 |
| JPMORGAN CHASE & CO | +2,418 | +6.4% | 39,925 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -29,793 | -67.5% | 14,363 |
| MORGAN STANLEY | -7,590 | -11.7% | 57,559 |
| Merit Financial Group, LLC | -6,041 | -32.7% | 12,447 |
| RAYMOND JAMES FINANCIAL INC | -5,243 | -5.4% | 92,635 |
| FORONJY FINANCIAL LLC | -3,098 | -35.3% | 5,687 |
| Sunbelt Securities, Inc. | -2,965 | -69.6% | 1,293 |
| Integrated Wealth Concepts LLC | -1,000 | -17.7% | 4,639 |
| Bay Colony Advisory Group, Inc d/b/ | -463 | -4.8% | 9,246 |
| Stonebridge Financial Planning Grou | -362 | -2.6% | 13,431 |
| Sigma Planning Corp | -286 | -1.4% | 20,725 |
| AXXCESS WEALTH MANAGEMENT, LLC | -200 | -0.3% | 69,794 |
| LAM GROUP, INC. | -115 | -45.1% | 140 |
| Financial Management Professionals, | -63 | -4.2% | 1,430 |
| Janney Montgomery Scott LLC | -23 | -0.4% | 5,430 |
| CAPTRUST FINANCIAL ADVISORS | -13 | -0.1% | 15,457 |
| NewEdge Advisors, LLC | -10 | -1.7% | 594 |
| AE Wealth Management LLC | -1 | -0.1% | 1,199 |