MBL Wealth’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

MBL 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 Q2	$315K	Buy	+9,575	New	+$309K	0.02%	273

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MBL Wealth's FHEQ Position: Q2 2026 in Review

MBL Wealth opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q2 2026: 9,575 shares worth $315K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

MBL Wealth held 9,575 shares of Fidelity Hedged Equity ETF worth $315K as of Q2 2026.
Fidelity Hedged Equity ETF was a new MBL Wealth position in Q2 2026.
Fidelity Hedged Equity ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #273 holding.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.