Cambridge Investment Research Advisors
FHEQ icon

Cambridge Investment Research Advisors’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Cambridge Investment Research 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 		$3.16M Buy
96,012
+51,058
+114% +$1.65M 0.01% 1248
2026
Q1 		$1.32M Buy
44,954
+3,332
+8% +$102K ﹤0.01% 1935
2025
Q4 		$1.29M Buy
41,622
+27,487
+194% +$847K ﹤0.01% 1907
2025
Q3 		$434K Buy
+14,135
New +$418K ﹤0.01% 2804

Other funds holding FHEQ

SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Cambridge Investment Research Advisors's FHEQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Hedged Equity ETF (FHEQ) stake by 114% in Q2 2026, buying an estimated $1.65M and bringing the position to 96,012 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #1248.

Cambridge Investment Research Advisors first reported a position in FHEQ in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Cambridge Investment Research Advisors held 96,012 shares of Fidelity Hedged Equity ETF worth $3.16M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 51,058 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $1.65M.
  • Fidelity Hedged Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1248 holding.
  • Cambridge Investment Research Advisors first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.