Envestnet Asset Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Envestnet Asset 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 Q2	$15.2M	Sell	461,134 -7,730	-2%	-$250K	﹤0.01%	1652
2026 Q1	$13.8M	Buy	468,864 +70,140	+18%	+$2.15M	﹤0.01%	1606
2025 Q4	$12.3M	Sell	398,724 -299,333	-43%	-$9.23M	﹤0.01%	1559
2025 Q3	$21.4M	Buy	+698,057	New	+$20.7M	0.01%	1235
2025 Q2	–	Sell	-19,218	Closed	-$507K	–	4574
2025 Q1	$507K	Sell	19,218 -25,950	-57%	-$711K	﹤0.01%	3617
2024 Q4	$1.24M	Sell	45,168 -452	-1%	-$12.5K	﹤0.01%	3014
2024 Q3	$1.23M	Buy	45,620 +28,487	+166%	+$748K	﹤0.01%	2988
2024 Q2	$443K	Buy	+17,133	New	+$429K	﹤0.01%	3521

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management's FHEQ Position: Q2 2026 in Review

Envestnet Asset Management reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 1.6% in Q2 2026, selling an estimated $250K and leaving 461,134 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Envestnet Asset Management first reported a position in FHEQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.4M in Q3 2025. 59 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Envestnet Asset Management held 461,134 shares of Fidelity Hedged Equity ETF worth $15.2M as of Q2 2026.
Envestnet Asset Management sold 7,730 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $250K.
Fidelity Hedged Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1652 holding.
Envestnet Asset Management first reported a position in Fidelity Hedged Equity ETF in Q2 2024 and has held it in 8 quarters since.
Envestnet Asset Management's Fidelity Hedged Equity ETF position peaked at $21.4M in Q3 2025.
59 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.