CRA Financial Services
FHEQ icon

CRA Financial Services’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

CRA Financial Services’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
Q3 		$1.12M Buy
33,260
+600
+2% +$20.2K 0.12% 124
2026
Q2 		$1.08M Sell
32,660
-1,550
-5% -$50K 0.12% 122
2026
Q1 		$1.01M Sell
34,210
-500
-1% -$15.3K 0.13% 121
2025
Q4 		$1.07M Buy
34,710
+8,660
+33% +$267K 0.14% 115
2025
Q3 		$799K Buy
+26,050
New +$771K 0.11% 132

Other funds holding FHEQ

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CRA Financial Services's FHEQ Position: Q3 2026 in Review

CRA Financial Services increased its Fidelity Hedged Equity ETF (FHEQ) stake by 1.8% in Q3 2026, buying an estimated $20.2K and bringing the position to 33,260 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #124.

CRA Financial Services first reported a position in FHEQ in Q3 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold FHEQ as of Q3 2026.

  • CRA Financial Services held 33,260 shares of Fidelity Hedged Equity ETF worth $1.12M as of Q3 2026.
  • CRA Financial Services bought 600 Fidelity Hedged Equity ETF shares in Q3 2026, an estimated $20.2K.
  • Fidelity Hedged Equity ETF made up 0.12% of CRA Financial Services's portfolio in Q3 2026, its #124 holding.
  • CRA Financial Services first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.