BFP
FHEQ icon

Briaud Financial Planning’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-1,361
Closed -$39K – 361
2025
Q2 		$39K Buy
+1,361
New +$36.9K 0.02% 117

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

Briaud Financial Planning's FHEQ Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Hedged Equity ETF (FHEQ) in Q3 2025, closing a stake of 1,361 shares — an estimated $39K sold.

Briaud Financial Planning first reported a position in FHEQ in Q2 2025 and held it in 1 quarter. The position peaked at $39K in Q2 2025. 28 funds tracked by Wall St. Rank hold FHEQ as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,361 Fidelity Hedged Equity ETF shares in Q3 2025, an estimated $39K.
  • Briaud Financial Planning first reported a position in Fidelity Hedged Equity ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Hedged Equity ETF position peaked at $39K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.