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B. Riley Wealth Advisors’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$328K Hold
10,000
– – 0.02% 599
2026
Q1 		$289K Hold
10,000
– – 0.02% 602
2025
Q4 		$309K Sell
10,000
-1,000
-9% -$30.8K 0.01% 700
2025
Q3 		$337K Buy
11,000
+1,700
+18% +$50.3K 0.02% 669
2025
Q2 		$268K Buy
+9,300
New +$252K 0.01% 756

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's FHEQ Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q2 2026 at 10,000 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #599.

B. Riley Wealth Advisors first reported a position in FHEQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $337K in Q3 2025. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • B. Riley Wealth Advisors held 10,000 shares of Fidelity Hedged Equity ETF worth $328K as of Q2 2026.
  • B. Riley Wealth Advisors left its Fidelity Hedged Equity ETF share count unchanged in Q2 2026.
  • Fidelity Hedged Equity ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #599 holding.
  • B. Riley Wealth Advisors first reported a position in Fidelity Hedged Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • B. Riley Wealth Advisors's Fidelity Hedged Equity ETF position peaked at $337K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.