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Great Valley Advisor Group’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Great Valley Advisor Group’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 		$10.9M Buy
371,336
+15,686
+4% +$480K 0.2% 113
2025
Q4 		$11M Buy
+355,650
New +$11M 0.21% 102

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Great Valley Advisor Group's FHEQ Position: Q1 2026 in Review

Great Valley Advisor Group increased its Fidelity Hedged Equity ETF (FHEQ) stake by 4.4% in Q1 2026, buying an estimated $480K and bringing the position to 371,336 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #113.

Great Valley Advisor Group first reported a position in FHEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $11M in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Great Valley Advisor Group held 371,336 shares of Fidelity Hedged Equity ETF worth $10.9M as of Q1 2026.
  • Great Valley Advisor Group bought 15,686 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $480K.
  • Fidelity Hedged Equity ETF made up 0.2% of Great Valley Advisor Group's portfolio in Q1 2026, its #113 holding.
  • Great Valley Advisor Group first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Great Valley Advisor Group's Fidelity Hedged Equity ETF position peaked at $11M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.