Bank of America
FHEQ icon

Bank of America’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Bank of America’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 		– Sell
-1,645
Closed -$50.8K – 7010
2025
Q4 		$50.8K Buy
+1,645
New +$50.7K ﹤0.01% 5840

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America's FHEQ Position: Q1 2026 in Review

Bank of America sold out of Fidelity Hedged Equity ETF (FHEQ) in Q1 2026, closing a stake of 1,645 shares — an estimated $50.8K sold.

Bank of America first reported a position in FHEQ in Q4 2025 and held it in 1 quarter. The position peaked at $50.8K in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Bank of America reported no remaining Fidelity Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,645 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $50.8K.
  • Bank of America first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's Fidelity Hedged Equity ETF position peaked at $50.8K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.