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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

GPWM

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 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. 14 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.
14 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.