LPL Financial’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

LPL Financial’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	$327K	Buy	+11,127	New	+$341K	﹤0.01%	5133

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

LPL Financial's FHEQ Position: Q1 2026 in Review

LPL Financial opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q1 2026: 11,127 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #5133 among its holdings.

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

LPL Financial held 11,127 shares of Fidelity Hedged Equity ETF worth $327K as of Q1 2026.
Fidelity Hedged Equity ETF was a new LPL Financial position in Q1 2026.
Fidelity Hedged Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5133 holding.
55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.