Mutual Advisors’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$327K Buy
11,115
+22
+0.2% +$674 0.01% 1089
2025
Q4
$343K Buy
11,093
+15
+0.1% +$462 0.01% 1028
2025
Q3
$339K Buy
+11,078
New +$328K 0.01% 1015

Other funds holding FHEQ

Mutual Advisors's FHEQ Position: Q1 2026 in Review

Mutual Advisors increased its Fidelity Hedged Equity ETF (FHEQ) stake by 0.2% in Q1 2026, buying an estimated $674 and bringing the position to 11,115 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1089.

Mutual Advisors first reported a position in FHEQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Mutual Advisors held 11,115 shares of Fidelity Hedged Equity ETF worth $327K as of Q1 2026.
  • Mutual Advisors bought 22 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $674.
  • Fidelity Hedged Equity ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1089 holding.
  • Mutual Advisors first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Mutual Advisors's Fidelity Hedged Equity ETF position peaked at $343K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.