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

Bank of Montreal’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	$109K	Buy	+3,300	New	+$107K	﹤0.01%	3213

Other funds holding FHEQ

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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of Montreal's FHEQ Position: Q2 2026 in Review

Bank of Montreal opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q2 2026: 3,300 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #3213 among its holdings.

51 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Bank of Montreal held 3,300 shares of Fidelity Hedged Equity ETF worth $109K as of Q2 2026.
Fidelity Hedged Equity ETF was a new Bank of Montreal position in Q2 2026.
Fidelity Hedged Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3213 holding.
51 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.