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Demars Financial Group’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Demars Financial Group’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 		$1.23M Sell
41,839
-18,628
-31% -$570K 0.41% 30
2025
Q4 		$1.87M Buy
60,467
+2,634
+5% +$81.2K 0.63% 19
2025
Q3 		$1.77M Sell
57,833
-1,441
-2% -$42.7K 0.61% 19
2025
Q2 		$1.71M Sell
59,274
-1,435,605
-96% -$38.9M 0.66% 19
2025
Q1 		$56.7M Buy
+1,494,879
New +$40.9M 1.62% 9

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 $27.4B AUM 24.17% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Demars Financial Group's FHEQ Position: Q1 2026 in Review

Demars Financial Group reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 31% in Q1 2026, selling an estimated $570K and leaving 41,839 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #30.

Demars Financial Group first reported a position in FHEQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $56.7M in Q1 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Demars Financial Group held 41,839 shares of Fidelity Hedged Equity ETF worth $1.23M as of Q1 2026.
  • Demars Financial Group sold 18,628 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $570K.
  • Fidelity Hedged Equity ETF made up 0.41% of Demars Financial Group's portfolio in Q1 2026, its #30 holding.
  • Demars Financial Group first reported a position in Fidelity Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Demars Financial Group's Fidelity Hedged Equity ETF position peaked at $56.7M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.