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FHEQ icon

BFC Planning, Inc.’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

BFC Planning, Inc.’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
Q3 		$337 Hold
10
– – ﹤0.01% 3322
2026
Q2 		$329 Buy
+10
New +$323 ﹤0.01% 3290

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Southern Financial Group
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Thrivent Financial for Lutherans
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CGC Financial Services
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Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BFC Planning, Inc.'s FHEQ Position: Q3 2026 in Review

BFC Planning, Inc. held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q3 2026 at 10 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

BFC Planning, Inc. first reported a position in FHEQ in Q2 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold FHEQ as of Q3 2026.

  • BFC Planning, Inc. held 10 shares of Fidelity Hedged Equity ETF worth $337 as of Q3 2026.
  • BFC Planning, Inc. left its Fidelity Hedged Equity ETF share count unchanged in Q3 2026.
  • Fidelity Hedged Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3322 holding.
  • BFC Planning, Inc. first reported a position in Fidelity Hedged Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.