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FHEQ icon

Sunbelt Securities’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Sunbelt Securities’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 		$5.48M Buy
186,147
+55,996
+43% +$1.71M 0.35% 56
2025
Q4 		$4.02M Sell
130,151
-220
-0.2% -$6.78K 0.27% 71
2025
Q3 		$4M Buy
130,371
+114,293
+711% +$3.38M 0.28% 69
2025
Q2 		$441K Sell
16,078
-41
-0.3% -$1.11K 0.04% 379
2025
Q1 		$425K Buy
16,119
+41
+0.3% +$1.12K 0.04% 362
2024
Q4 		$444K Buy
+16,078
New +$445K 0.04% 378

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 $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M 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 $79.5B AUM 27.1% 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 $83.7B AUM 27.22% 1-Year Est. Return

Sunbelt Securities's FHEQ Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Hedged Equity ETF (FHEQ) stake by 43% in Q1 2026, buying an estimated $1.71M and bringing the position to 186,147 shares worth $5.48M. The position accounts for 0.35% of the portfolio, ranked #56.

Sunbelt Securities first reported a position in FHEQ in Q4 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Sunbelt Securities held 186,147 shares of Fidelity Hedged Equity ETF worth $5.48M as of Q1 2026.
  • Sunbelt Securities bought 55,996 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $1.71M.
  • Fidelity Hedged Equity ETF made up 0.35% of Sunbelt Securities's portfolio in Q1 2026, its #56 holding.
  • Sunbelt Securities first reported a position in Fidelity Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.