Harbour Investments’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Harbour Investments’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	$937K	Buy	+31,847	New	+$975K	0.01%	790

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $74.2B AUM 21.09% 1-Year Est. Return

Harbour Investments's FHEQ Position: Q1 2026 in Review

Harbour Investments opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q1 2026: 31,847 shares worth $937K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings.

55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

Harbour Investments held 31,847 shares of Fidelity Hedged Equity ETF worth $937K as of Q1 2026.
Fidelity Hedged Equity ETF was a new Harbour Investments position in Q1 2026.
Fidelity Hedged Equity ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #790 holding.
55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.