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FHEQ icon

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

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 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.

14 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.
  • 14 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.