FIDELITY ENH HI YLD ETF FDHY
$49.10
+0.2% 52w: $45.34 – $49.10
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data45.3447.2249.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+1 QoQ
13F value
$124.4M
+7.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FDHY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 499.2K | $24.2M | 0.0% | -0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 450.0K | $21.8M | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 179.2K | $8.7M | 0.1% | -5.0% |
| MOODY NATIONAL BANK TRUST DIVISION | Other | 116.5K | $5.7M | 0.5% | +7.5% |
| Flavin Financial Services, Inc. | Other | 111.0K | $5.4M | 3.6% | +0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 97.9K | $4.8M | 0.0% | +5.6% |
| BG Investment Services, LLC | Wealth advisor | 96.5K | $4.7M | 3.9% | +23.7% |
| Geneva Partners, LLC | Other | 70.1K | $3.4M | 1.6% | New |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 70.0K | $3.4M | 0.1% | -1.6% |
| MORGAN STANLEY | Bank broker | 65.1K | $3.2M | 0.0% | +2.2% |
| OmniStar Financial Group, Inc. | Other | 60.1K | $2.9M | 1.5% | +21.1% |
| Mutual Advisors, LLC | Wealth advisor | 58.3K | $2.8M | 0.1% | New |
| Evergreen Private Wealth LLC | Other | 54.5K | $2.6M | 1.1% | +2.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 47.1K | $2.3M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 46.0K | $2.2M | 0.0% | +6.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 45.5K | $2.2M | 0.0% | +9.5% |
| JANE STREET GROUP, LLC | Market maker | 44.2K | $2.1M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 37.5K | $1.8M | 0.0% | +2.9% |
| Wise Wealth Partners | Wealth advisor | 36.6K | $1.8M | 2.4% | +0.1% |
| Great Lakes Retirement, Inc. | Other | 31.9K | $1.6M | 0.2% | +10.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 30.9K | $1.5M | 0.0% | -37.0% |
| Cetera Investment Advisers | Wealth advisor | 26.5K | $1.3M | 0.0% | +382.5% |
| Sigma Planning Corp | Wealth advisor | 21.0K | $1.0M | 0.0% | +2.2% |
| Merit Financial Group, LLC | Wealth advisor | 18.5K | $897K | 0.0% | -60.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 17.8K | $865K | 0.0% | +7.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 15.5K | $754K | 0.0% | +38.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 15.5K | $751K | 0.0% | 0.0% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 13.8K | $670K | 0.2% | -14.2% |
| Townsend Financial Planning, LLC | Wealth advisor | 13.0K | $631K | 0.6% | New |
| Breakwater Capital Group | Wealth advisor | 12.4K | $603K | 0.1% | +8.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 11.8K | $573K | 0.0% | +13.2% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 11.7K | $570K | 0.0% | -1.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 10.8K | $522K | 0.0% | +2.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 10.4K | $503K | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 9.8K | $476K | 0.0% | Held |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 9.7K | $471K | 0.1% | -6.1% |
| FORONJY FINANCIAL LLC | Wealth advisor | 8.8K | $426K | 0.2% | +0.6% |
| NWF Advisory Services Inc. | Other | 8.3K | $402K | 0.0% | Held |
| Storgate, LLC | Other | 6.8K | $329K | 0.3% | Held |
| Freestate Advisors LLC | Wealth advisor | 6.0K | $292K | 0.2% | +2.2% |
| Shared Vision Wealth Group LLC | Wealth advisor | 5.9K | $285K | 0.1% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 5.9K | $284K | 0.0% | +645.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 5.6K | $274K | 0.0% | +4.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 5.5K | $265K | 0.0% | 0.0% |
| KINTRA WEALTH, LLC | Wealth advisor | 5.3K | $259K | 0.0% | New |
| Prepared Retirement Institute LLC | Wealth advisor | 5.0K | $242K | 0.1% | +1.6% |
| Eagle Wealth Advisors LLC ★2 | Fundamental diversified | 4.9K | $241K | 0.2% | Held |
| Clearstead Trust, LLC | Other | 4.6K | $224K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 4.6K | $222K | 0.0% | -2.0% |
| IFP Advisors, Inc | Wealth advisor | 2.6K | $126K | 0.0% | -11.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.