FGA
HECA

Fortis Group Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Fortis Group Advisors’s Portfolio HECA Stock Details HECA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Buy
164,864
+83,425
+102% +$2.3M 0.72% 39
2026
Q1 		$2.26M Buy
+81,439
New +$2.4M 0.37% 69

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Fortis Group Advisors's HECA Position: Q2 2026 in Review

Fortis Group Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 102% in Q2 2026, buying an estimated $2.3M and bringing the position to 164,864 shares worth $4.5M. The position accounts for 0.72% of the portfolio, ranked #39.

Fortis Group Advisors first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Fortis Group Advisors held 164,864 shares of Hedgeye Capital Allocation ETF worth $4.5M as of Q2 2026.
  • Fortis Group Advisors bought 83,425 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $2.3M.
  • Hedgeye Capital Allocation ETF made up 0.72% of Fortis Group Advisors's portfolio in Q2 2026, its #39 holding.
  • Fortis Group Advisors first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.