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Summit Wealth Partners’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Summit Wealth Partners’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 		$478K Buy
16,259
+3,259
+25% +$99.8K 0.08% 168
2025
Q4 		$402K Buy
+13,000
New +$401K 0.07% 142

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

Summit Wealth Partners's FHEQ Position: Q1 2026 in Review

Summit Wealth Partners increased its Fidelity Hedged Equity ETF (FHEQ) stake by 25% in Q1 2026, buying an estimated $99.8K and bringing the position to 16,259 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #168.

Summit Wealth Partners first reported a position in FHEQ in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Summit Wealth Partners held 16,259 shares of Fidelity Hedged Equity ETF worth $478K as of Q1 2026.
  • Summit Wealth Partners bought 3,259 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $99.8K.
  • Fidelity Hedged Equity ETF made up 0.08% of Summit Wealth Partners's portfolio in Q1 2026, its #168 holding.
  • Summit Wealth Partners first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.