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

Stifel 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	$11.9M	Sell	362,171 -140,489	-28%	-$4.54M	0.01%	919
2026 Q1	$14.8M	Buy	502,660 +151,962	+43%	+$4.65M	0.01%	759
2025 Q4	$10.8M	Sell	350,698 -17,382	-5%	-$536K	0.01%	914
2025 Q3	$11.3M	Buy	+368,080	New	+$10.9M	0.01%	887

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

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

Stifel Financial's FHEQ Position: Q2 2026 in Review

Stifel Financial reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 28% in Q2 2026, selling an estimated $4.54M and leaving 362,171 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #919.

Stifel Financial first reported a position in FHEQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.8M in Q1 2026. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Stifel Financial held 362,171 shares of Fidelity Hedged Equity ETF worth $11.9M as of Q2 2026.
Stifel Financial sold 140,489 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $4.54M.
Fidelity Hedged Equity ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #919 holding.
Stifel Financial first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
Stifel Financial's Fidelity Hedged Equity ETF position peaked at $14.8M in Q1 2026.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.