Osaic Holdings’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Osaic Holdings’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	$3.28M	Buy	99,737 +13,467	+16%	+$435K	﹤0.01%	1882
2026 Q1	$2.54M	Buy	86,270 +21,078	+32%	+$645K	﹤0.01%	1881
2025 Q4	$2.02M	Buy	65,192 +19,381	+42%	+$597K	﹤0.01%	2086
2025 Q3	$1.41M	Buy	45,811 +12,335	+37%	+$365K	﹤0.01%	2486
2025 Q2	$965K	Buy	+33,476	New	+$908K	﹤0.01%	2537

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

Osaic Holdings's FHEQ Position: Q2 2026 in Review

Osaic Holdings increased its Fidelity Hedged Equity ETF (FHEQ) stake by 16% in Q2 2026, buying an estimated $435K and bringing the position to 99,737 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Osaic Holdings first reported a position in FHEQ in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Osaic Holdings held 99,737 shares of Fidelity Hedged Equity ETF worth $3.28M as of Q2 2026.
Osaic Holdings bought 13,467 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $435K.
Fidelity Hedged Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1882 holding.
Osaic Holdings first reported a position in Fidelity Hedged Equity ETF in Q2 2025 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.