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Laurel Wealth Advisors (North Carolina)’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3,200
Closed -$98.9K – 684
2025
Q4 		$98.9K Buy
+3,200
New +$98.6K 0.01% 253

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

Laurel Wealth Advisors (North Carolina)'s FHEQ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidelity Hedged Equity ETF (FHEQ) in Q1 2026, closing a stake of 3,200 shares — an estimated $98.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FHEQ in Q4 2025 and held it in 1 quarter. The position peaked at $98.9K in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fidelity Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,200 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $98.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Fidelity Hedged Equity ETF position peaked at $98.9K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.