Cetera Investment Advisers
FHEQ icon

Cetera Investment Advisers’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Cetera Investment Advisers’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 		$34.7M Buy
1,054,378
+629,966
+148% +$20.3M 0.03% 525
2026
Q1 		$12.5M Buy
424,412
+364,292
+606% +$11.2M 0.01% 942
2025
Q4 		$1.86M Buy
60,120
+52,676
+708% +$1.62M ﹤0.01% 2274
2025
Q3 		$228K Buy
+7,444
New +$220K ﹤0.01% 4058

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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers's FHEQ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Fidelity Hedged Equity ETF (FHEQ) stake by 148% in Q2 2026, buying an estimated $20.3M and bringing the position to 1,054,378 shares worth $34.7M. The position accounts for 0.03% of the portfolio, ranked #525.

Cetera Investment Advisers first reported a position in FHEQ in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Cetera Investment Advisers held 1,054,378 shares of Fidelity Hedged Equity ETF worth $34.7M as of Q2 2026.
  • Cetera Investment Advisers bought 629,966 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $20.3M.
  • Fidelity Hedged Equity ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #525 holding.
  • Cetera Investment Advisers first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.