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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
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

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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

CRA Financial Services's FHEQ Position: Q2 2026 in Review

CRA Financial Services reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 4.5% in Q2 2026, selling an estimated $50K and leaving 32,660 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #122.

CRA Financial Services 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.

  • CRA Financial Services held 32,660 shares of Fidelity Hedged Equity ETF worth $1.08M as of Q2 2026.
  • CRA Financial Services sold 1,550 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $50K.
  • Fidelity Hedged Equity ETF made up 0.12% of CRA Financial Services's portfolio in Q2 2026, its #122 holding.
  • CRA Financial Services 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 CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.