Stifel Financial
FHEQ icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Stifel Financial's FHEQ Position: Q1 2026 in Review

Stifel Financial increased its Fidelity Hedged Equity ETF (FHEQ) stake by 43% in Q1 2026, buying an estimated $4.65M and bringing the position to 502,660 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #759.

Stifel Financial first reported a position in FHEQ in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Stifel Financial held 502,660 shares of Fidelity Hedged Equity ETF worth $14.8M as of Q1 2026.
  • Stifel Financial bought 151,962 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $4.65M.
  • Fidelity Hedged Equity ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #759 holding.
  • Stifel Financial first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.