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FHEQ icon

Roxbury Financial’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Roxbury 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 		$232K Buy
7,046
+80
+1% +$2.58K 0.18% 94
2026
Q1 		$205K Buy
6,966
+12
+0.2% +$367 0.18% 93
2025
Q4 		$215K Buy
6,954
+847
+14% +$26.1K 0.19% 88
2025
Q3 		$187K Buy
6,107
+3,998
+190% +$118K 0.17% 91
2025
Q2 		$60.8K Buy
2,109
+105
+5% +$2.85K 0.06% 156
2025
Q1 		$55.1K Buy
2,004
+4
+0.2% +$110 0.05% 160
2024
Q4 		$56.2K Buy
+2,000
New +$55.4K 0.05% 153

Other funds holding FHEQ

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Roxbury Financial's FHEQ Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity Hedged Equity ETF (FHEQ) stake by 1.1% in Q2 2026, buying an estimated $2.58K and bringing the position to 7,046 shares worth $232K. The position accounts for 0.18% of the portfolio, ranked #94.

Roxbury Financial first reported a position in FHEQ in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Roxbury Financial held 7,046 shares of Fidelity Hedged Equity ETF worth $232K as of Q2 2026.
  • Roxbury Financial bought 80 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $2.58K.
  • Fidelity Hedged Equity ETF made up 0.18% of Roxbury Financial's portfolio in Q2 2026, its #94 holding.
  • Roxbury Financial first reported a position in Fidelity Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.