MML Investors Services
FHEQ icon

MML Investors Services’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

MML Investors Services’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 		$12.2M Buy
413,399
+21,368
+5% +$654K 0.03% 478
2025
Q4 		$12.1M Buy
392,031
+383,446
+4,466% +$11.8M 0.03% 511
2025
Q3 		$263K Buy
+8,585
New +$254K ﹤0.01% 2611
2025
Q2 		– Sell
-19,369
Closed -$511K – 2899
2025
Q1 		$511K Sell
19,369
-25,899
-57% -$709K ﹤0.01% 1974
2024
Q4 		$1.24M Sell
45,268
-470
-1% -$13K ﹤0.01% 1382
2024
Q3 		$1.24M Buy
45,738
+28,563
+166% +$750K ﹤0.01% 1354
2024
Q2 		$444K Buy
+17,175
New +$430K ﹤0.01% 1862

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 $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $83.7B AUM 27.22% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

MML Investors Services's FHEQ Position: Q1 2026 in Review

MML Investors Services increased its Fidelity Hedged Equity ETF (FHEQ) stake by 5.5% in Q1 2026, buying an estimated $654K and bringing the position to 413,399 shares worth $12.2M. The position accounts for 0.03% of the portfolio, ranked #478.

MML Investors Services first reported a position in FHEQ in Q2 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • MML Investors Services held 413,399 shares of Fidelity Hedged Equity ETF worth $12.2M as of Q1 2026.
  • MML Investors Services bought 21,368 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $654K.
  • Fidelity Hedged Equity ETF made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #478 holding.
  • MML Investors Services first reported a position in Fidelity Hedged Equity ETF in Q2 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.