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

Global Trust 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	$1.18M	Buy	35,834 +15,891	+80%	+$513K	0.37%	54
2026 Q1	$587K	Buy	19,943 +7,432	+59%	+$228K	0.22%	74
2025 Q4	$387K	Buy	+12,511	New	+$386K	0.15%	96

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Global Trust Asset Management's FHEQ Position: Q2 2026 in Review

Global Trust Asset Management increased its Fidelity Hedged Equity ETF (FHEQ) stake by 80% in Q2 2026, buying an estimated $513K and bringing the position to 35,834 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #54.

Global Trust Asset Management first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Global Trust Asset Management held 35,834 shares of Fidelity Hedged Equity ETF worth $1.18M as of Q2 2026.
Global Trust Asset Management bought 15,891 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $513K.
Fidelity Hedged Equity ETF made up 0.37% of Global Trust Asset Management's portfolio in Q2 2026, its #54 holding.
Global Trust Asset Management first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

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