CCM
FHEQ icon

CFO Capital Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

CFO Capital Management’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 		$3.03M Sell
102,927
-2,553
-2% -$78.2K 2.49% 9
2025
Q4 		$3.26M Buy
+105,480
New +$3.25M 2.44% 8

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CFO Capital Management's FHEQ Position: Q1 2026 in Review

CFO Capital Management reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 2.4% in Q1 2026, selling an estimated $78.2K and leaving 102,927 shares worth $3.03M. The position accounts for 2.49% of the portfolio, ranked #9.

CFO Capital Management first reported a position in FHEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.26M in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • CFO Capital Management held 102,927 shares of Fidelity Hedged Equity ETF worth $3.03M as of Q1 2026.
  • CFO Capital Management sold 2,553 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $78.2K.
  • Fidelity Hedged Equity ETF made up 2.49% of CFO Capital Management's portfolio in Q1 2026, its #9 holding.
  • CFO Capital Management first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Fidelity Hedged Equity ETF position peaked at $3.26M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.