Raymond James Financial
FHEQ icon

Raymond James Financial’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Raymond James Financial’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 		$5.19M Buy
157,649
+12,841
+9% +$415K ﹤0.01% 2706
2026
Q1 		$4.26M Buy
144,808
+59,109
+69% +$1.81M ﹤0.01% 2725
2025
Q4 		$2.65M Buy
+85,699
New +$2.64M ﹤0.01% 3050

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial's FHEQ Position: Q2 2026 in Review

Raymond James Financial increased its Fidelity Hedged Equity ETF (FHEQ) stake by 8.9% in Q2 2026, buying an estimated $415K and bringing the position to 157,649 shares worth $5.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Raymond James Financial first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Raymond James Financial held 157,649 shares of Fidelity Hedged Equity ETF worth $5.19M as of Q2 2026.
  • Raymond James Financial bought 12,841 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $415K.
  • Fidelity Hedged Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2706 holding.
  • Raymond James Financial first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.