HNW
FHEQ icon

High Note Wealth’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

High Note Wealth’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 		$44K Hold
1,494
– – 0.01% 202
2025
Q4 		$46.2K Buy
+1,494
New +$46K 0.01% 192

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

High Note Wealth's FHEQ Position: Q1 2026 in Review

High Note Wealth held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q1 2026 at 1,494 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #202.

High Note Wealth first reported a position in FHEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.2K in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • High Note Wealth held 1,494 shares of Fidelity Hedged Equity ETF worth $44K as of Q1 2026.
  • High Note Wealth left its Fidelity Hedged Equity ETF share count unchanged in Q1 2026.
  • Fidelity Hedged Equity ETF made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #202 holding.
  • High Note Wealth first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • High Note Wealth's Fidelity Hedged Equity ETF position peaked at $46.2K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.