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Fidelity YLD Enhan Eqty ETF (FYEE)

CUSIP: 31624J729 | NYSE | 75 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,116,522
0.0% of portfolio›$33.1M
Concurrent Investment Advisors, LLC260,801
0.1% of portfolio›$7.7M
Advisory Resource Group257,080
1.1% of portfolio›$7.6M
Sentinel Advisory Group, LLC214,373
2.6% of portfolio›$6.4M
Kestra Private Wealth Services, LLC171,140
0.1% of portfolio›$5.1M
Cambridge Investment Research Advisors, Inc.153,402
0.0% of portfolio›$4.6M
TBH Global Asset Management, LLC99,448
0.5% of portfolio›$3.0M
Kestra Advisory Services, LLC84,442
0.0% of portfolio›$2.5M
San Luis Wealth Advisors LLC67,315
0.3% of portfolio›$2.0M
Traynor Capital Management, Inc.65,612
0.1% of portfolio›$1.9M
Wealth Effects LLC53,637
0.4% of portfolio›$1.6M
Diversify Advisory Services, LLC53,037
0.0% of portfolio›$1.6M
Diversify Wealth Management, LLC53,037
0.0% of portfolio›$1.6M
Global Trust Asset Management, LLC45,262
0.4% of portfolio›$1.3M
Financial Management Network Inc43,094
0.2% of portfolio›$1.3M
Mission Financial Group, LLC39,825
0.9% of portfolio›$1.2M
Kraematon Investment Advisors, Inc37,753
0.8% of portfolio›$1.1M
Atria Investments, Inc29,261
0.0% of portfolio›$868.8K
Nfsg Corp26,719
0.1% of portfolio›$793.3K
Spire Wealth Management23,791
0.0% of portfolio›$706.4K
Wealth Enhancement Advisory Services, LLC20,650
0.0% of portfolio›$621.2K
J.W. Cole Advisors, Inc.18,572
0.0% of portfolio›$551.4K
Hixon Zuercher, LLC13,709
0.1% of portfolio›$407.0K
Reicon Wealth Advisors, LLC13,662
0.2% of portfolio›$405.6K
Lighthouse Financial LLC12,758
0.2% of portfolio›$378.8K
Flagship Harbor Advisors, LLC11,255
0.0% of portfolio›$334.1K
Farther Finance Advisors, LLC9,662
0.0% of portfolio›$286.9K
IFP Advisors, Inc7,905
0.0% of portfolio›$234.7K
Strategic Blueprint, LLC7,598
0.0% of portfolio›$225.6K
RFG Advisory, LLC7,528
0.0% of portfolio›$223.5K
Parsons Capital Management Inc7,217
0.0% of portfolio›$214.3K
Trust Co of Vermont3,103
0.0% of portfolio›$92.1K
Roxbury Financial LLC1,834
0.0% of portfolio›$54.4K
Private Trust Co NA1,382
0.0% of portfolio›$41.0K
Latitude Advisors, LLC1,000
0.0% of portfolio›$29.7K
Fifth Third Bancorp575
0.0% of portfolio›$17.1K
Holos Integrated Wealth LLC370
0.0% of portfolio›$11.0K
Simplex Trading, LLC251
0.0% of portfolio›$7.5K
Westside Investment Management, Inc.200
0.0% of portfolio›$5.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,116,522$33.1M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
260,801$7.7M0.1%GrowthMediumTampa, FL2026-10-16
Advisory Resource Group
257,080$7.6M1.1%GARPMediumTulsa, OK2026-10-26
Sentinel Advisory Group, LLC
214,373$6.4M2.6%ETFVery LowMiddleton, WI2026-10-20
Kestra Private Wealth Services, LLC
171,140$5.1M0.1%GrowthLowAustin, TX2026-11-06
Cambridge Investment Research Advisors, Inc.
153,402$4.6M0.0%ETFLowFairfield, IA2026-11-02
TBH Global Asset Management, LLC
99,448$3.0M0.5%CoreHighBrentwood, TN2026-11-03
Kestra Advisory Services, LLC
84,442$2.5M0.0%CoreLowAustin, TX2026-11-02
San Luis Wealth Advisors LLC
67,315$2.0M0.3%CoreMediumSan Luis Obispo, CA2026-10-27
Traynor Capital Management, Inc.
65,612$1.9M0.1%GrowthLowMalvern, PA2026-10-29
Wealth Effects LLC
53,637$1.6M0.4%GrowthLowBoston, MA2026-10-23
Diversify Advisory Services, LLC
53,037$1.6M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
53,037$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Global Trust Asset Management, LLC
45,262$1.3M0.4%GrowthMediumPalm Beach Gardens, FL2026-10-19
Financial Management Network Inc
43,094$1.3M0.2%ETFLowMission Viejo, CA2026-10-09
Mission Financial Group, LLC
39,825$1.2M0.9%ETFN/AHonolulu, HI2026-10-21
Kraematon Investment Advisors, Inc
37,753$1.1M0.8%MomentumLowBraintree, MA2026-11-02
Atria Investments, Inc
29,261$868.8K0.0%CoreMediumCharlotte, NC2026-10-15
Nfsg Corp
26,719$793.3K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Spire Wealth Management
23,791$706.4K0.0%GrowthMediumMclean, VA2026-10-30
Wealth Enhancement Advisory Services, LLC
20,650$621.2K0.0%CoreLowPlymouth, MN2026-10-13
J.W. Cole Advisors, Inc.
18,572$551.4K0.0%IndexLowTampa, FL2026-11-05
Hixon Zuercher, LLC
13,709$407.0K0.1%CoreMediumFindlay, OH2026-10-13
Reicon Wealth Advisors, LLC
13,662$405.6K0.2%ETFLowAtlanta, GA2026-11-04
Lighthouse Financial LLC
12,758$378.8K0.2%Agg GrowthLowLargo, FL2026-10-23
Flagship Harbor Advisors, LLC
11,255$334.1K0.0%ETFMediumBoston, MA2026-10-26
Farther Finance Advisors, LLC
9,662$286.9K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
7,905$234.7K0.0%GrowthLowTampa, FL2026-10-16
Strategic Blueprint, LLC
7,598$225.6K0.0%ETFLowAtlanta, GA2026-10-22
RFG Advisory, LLC
7,528$223.5K0.0%ETFMediumBirmingham, AL2026-11-03
Parsons Capital Management Inc
7,217$214.3K0.0%CoreLowProvidence, RI2026-10-28
Trust Co of Vermont
3,103$92.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Roxbury Financial LLC
1,834$54.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Private Trust Co NA
1,382$41.0K0.0%CoreLowCleveland, OH2026-10-20
Latitude Advisors, LLC
1,000$29.7K0.0%ETFLowYorkville, IL2026-10-27
Fifth Third Bancorp
575$17.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Holos Integrated Wealth LLC
370$11.0K0.0%ETFLowKennett Square, PA2026-10-23
Simplex Trading, LLC
251$7.5K0.0%CoreVery HighChicago, IL2026-11-04
Westside Investment Management, Inc.
200$5.9K0.0%GrowthLowSanta Monica, CA2026-11-02