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FHEQ icon

Anson Capital’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Anson Capital’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
2026
Q1 		$3.66M Buy
124,500
+5,228
+4% +$160K 2.51% 12
2025
Q4 		$3.69M Sell
119,272
-7,104
-6% -$219K 2.68% 12
2025
Q3 		$3.88M Buy
126,376
+2,391
+2% +$70.8K 2.91% 12
2025
Q2 		$3.57M Sell
123,985
-1,076
-0.9% -$29.2K 2.88% 12
2025
Q1 		$3.3M Buy
+125,061
New +$3.42M 2.84% 12

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Anson Capital's FHEQ Position: Q1 2026 in Review

Anson Capital increased its Fidelity Hedged Equity ETF (FHEQ) stake by 4.4% in Q1 2026, buying an estimated $160K and bringing the position to 124,500 shares worth $3.66M. The position accounts for 2.51% of the portfolio, ranked #12.

Anson Capital first reported a position in FHEQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.88M in Q3 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Anson Capital held 124,500 shares of Fidelity Hedged Equity ETF worth $3.66M as of Q1 2026.
  • Anson Capital bought 5,228 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $160K.
  • Fidelity Hedged Equity ETF made up 2.51% of Anson Capital's portfolio in Q1 2026, its #12 holding.
  • Anson Capital first reported a position in Fidelity Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Anson Capital's Fidelity Hedged Equity ETF position peaked at $3.88M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.