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AE Wealth Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

AE Wealth Management’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31,566
Closed -$833K – 2285
2025
Q1 		$833K Buy
31,566
+5,877
+23% +$161K 0.01% 757
2024
Q4 		$705K Buy
25,689
+6,181
+32% +$171K 0.01% 798
2024
Q3 		$528K Buy
+19,508
New +$512K ﹤0.01% 875

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AE Wealth Management's FHEQ Position: Q2 2025 in Review

AE Wealth Management sold out of Fidelity Hedged Equity ETF (FHEQ) in Q2 2025, closing a stake of 31,566 shares — an estimated $833K sold.

AE Wealth Management first reported a position in FHEQ in Q3 2024 and held it in 3 quarters. The position peaked at $833K in Q1 2025. 20 funds tracked by Wall St. Rank hold FHEQ as of Q2 2025.

  • AE Wealth Management reported no remaining Fidelity Hedged Equity ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 31,566 Fidelity Hedged Equity ETF shares in Q2 2025, an estimated $833K.
  • AE Wealth Management first reported a position in Fidelity Hedged Equity ETF in Q3 2024 and held it in 3 quarters.
  • AE Wealth Management's Fidelity Hedged Equity ETF position peaked at $833K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.