Taylor Securities Services’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.92M Buy
179,736
+23,773
+15% +$768K 2.41% 9
2026
Q1
$4.59M Buy
155,963
+30,331
+24% +$929K 2.14% 9
2025
Q4
$3.88M Buy
+125,632
New +$3.87M 1.77% 9

Other funds holding FHEQ

Taylor Securities Services's FHEQ Position: Q2 2026 in Review

Taylor Securities Services increased its Fidelity Hedged Equity ETF (FHEQ) stake by 15% in Q2 2026, buying an estimated $768K and bringing the position to 179,736 shares worth $5.92M. The position accounts for 2.41% of the portfolio, ranked #9.

Taylor Securities Services first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Taylor Securities Services held 179,736 shares of Fidelity Hedged Equity ETF worth $5.92M as of Q2 2026.
  • Taylor Securities Services bought 23,773 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $768K.
  • Fidelity Hedged Equity ETF made up 2.41% of Taylor Securities Services's portfolio in Q2 2026, its #9 holding.
  • Taylor Securities Services first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Taylor Securities Services's 13F filing for Q2 2026, filed 13 Aug 2026.