AAS
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Ameritas Advisory Services’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-876
Closed -$26.9K – 2175
2025
Q3 		$26.9K Buy
+876
New +$25.9K ﹤0.01% 1330

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameritas Advisory Services's FHEQ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Fidelity Hedged Equity ETF (FHEQ) in Q4 2025, closing a stake of 876 shares — an estimated $26.9K sold.

Ameritas Advisory Services first reported a position in FHEQ in Q3 2025 and held it in 1 quarter. The position peaked at $26.9K in Q3 2025. 47 funds tracked by Wall St. Rank hold FHEQ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Fidelity Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 876 Fidelity Hedged Equity ETF shares in Q4 2025, an estimated $26.9K.
  • Ameritas Advisory Services first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Fidelity Hedged Equity ETF position peaked at $26.9K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.