Peterson Wealth Advisors’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Peterson Wealth 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 Q1	$622K	Sell	21,148 -10,956	-34%	-$335K	0.08%	54
2025 Q4	$992K	Sell	32,104 -1,932	-6%	-$59.5K	0.13%	43
2025 Q3	$1.04M	Sell	34,036 -1,724	-5%	-$51K	0.16%	42
2025 Q2	$1.03M	Sell	35,760 -4,333	-11%	-$117K	0.17%	41
2025 Q1	$1.02M	Buy	+40,093	New	+$1.1M	0.2%	38

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peterson Wealth Advisors's FHEQ Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 34% in Q1 2026, selling an estimated $335K and leaving 21,148 shares worth $622K. The position accounts for 0.08% of the portfolio, ranked #54.

Peterson Wealth Advisors first reported a position in FHEQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

Peterson Wealth Advisors held 21,148 shares of Fidelity Hedged Equity ETF worth $622K as of Q1 2026.
Peterson Wealth Advisors sold 10,956 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $335K.
Fidelity Hedged Equity ETF made up 0.08% of Peterson Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Peterson Wealth Advisors first reported a position in Fidelity Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
Peterson Wealth Advisors's Fidelity Hedged Equity ETF position peaked at $1.04M in Q3 2025.
55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.