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 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 $1.9T AUM 41.92% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Envestnet Asset Management's FHEQ Position: Q1 2026 in Review

Envestnet Asset Management increased its Fidelity Hedged Equity ETF (FHEQ) stake by 18% in Q1 2026, buying an estimated $2.15M and bringing the position to 468,864 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Envestnet Asset Management first reported a position in FHEQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $21.4M in Q3 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

Envestnet Asset Management held 468,864 shares of Fidelity Hedged Equity ETF worth $13.8M as of Q1 2026.
Envestnet Asset Management bought 70,140 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $2.15M.
Fidelity Hedged Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1606 holding.
Envestnet Asset Management first reported a position in Fidelity Hedged Equity ETF in Q2 2024 and has held it in 7 quarters since.
Envestnet Asset Management's Fidelity Hedged Equity ETF position peaked at $21.4M in Q3 2025.
55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

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