Thrivent Financial for Lutherans
FHEQ icon

Thrivent Financial for Lutherans’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-100,900
Closed -$3.12M – 2688
2025
Q4 		$3.12M Buy
+100,900
New +$3.11M 0.01% 1167
2025
Q3 		– Sell
-27,295
Closed -$787K – 2647
2025
Q2 		$787K Buy
+27,295
New +$740K ﹤0.01% 1929

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 $424B AUM 22.96% 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 $49B AUM 25.55% 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

Thrivent Financial for Lutherans's FHEQ Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of Fidelity Hedged Equity ETF (FHEQ) in Q1 2026, closing a stake of 100,900 shares — an estimated $3.12M sold.

Thrivent Financial for Lutherans first reported a position in FHEQ in Q2 2025 and held it in 2 quarters. The position peaked at $3.12M in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Thrivent Financial for Lutherans reported no remaining Fidelity Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 100,900 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $3.12M.
  • Thrivent Financial for Lutherans first reported a position in Fidelity Hedged Equity ETF in Q2 2025 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's Fidelity Hedged Equity ETF position peaked at $3.12M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.