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

NewEdge Advisors’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	$32.9K	Buy	+1,000	New	+$32.3K	﹤0.01%	3222
2026 Q1	–	Sell	-23,788	Closed	-$735K	–	4434
2025 Q4	$735K	Buy	23,788 +2,031	+9%	+$62.6K	﹤0.01%	1680
2025 Q3	$668K	Buy	+21,757	New	+$644K	﹤0.01%	1647

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

NewEdge Advisors's FHEQ Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q2 2026: 1,000 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #3222 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in FHEQ as recently as Q4 2025.

NewEdge Advisors first reported a position in FHEQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $735K in Q4 2025. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

NewEdge Advisors held 1,000 shares of Fidelity Hedged Equity ETF worth $32.9K as of Q2 2026.
Fidelity Hedged Equity ETF was a new NewEdge Advisors position in Q2 2026.
Fidelity Hedged Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3222 holding.
NewEdge Advisors first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
NewEdge Advisors's Fidelity Hedged Equity ETF position peaked at $735K in Q4 2025.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.