Kestra Advisory Services’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.89M Buy
166,072
+2,414
+1% +$73.9K 0.02% 804
2025
Q4
$5.06M Buy
163,658
+47,132
+40% +$1.45M 0.02% 729
2025
Q3
$3.58M Buy
116,526
+20,239
+21% +$599K 0.02% 859
2025
Q2
$2.77M Buy
+96,287
New +$2.61M 0.01% 915

Other funds holding FHEQ

Kestra Advisory Services's FHEQ Position: Q1 2026 in Review

Kestra Advisory Services increased its Fidelity Hedged Equity ETF (FHEQ) stake by 1.5% in Q1 2026, buying an estimated $73.9K and bringing the position to 166,072 shares worth $4.89M. The position accounts for 0.02% of the portfolio, ranked #804.

Kestra Advisory Services first reported a position in FHEQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.06M in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Kestra Advisory Services held 166,072 shares of Fidelity Hedged Equity ETF worth $4.89M as of Q1 2026.
  • Kestra Advisory Services bought 2,414 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $73.9K.
  • Fidelity Hedged Equity ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #804 holding.
  • Kestra Advisory Services first reported a position in Fidelity Hedged Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Kestra Advisory Services's Fidelity Hedged Equity ETF position peaked at $5.06M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.