Truist Financial
FHEQ icon

Truist Financial’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Truist 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 		$7.11M Sell
241,668
-31,093
-11% -$952K 0.01% 718
2025
Q4 		$8.43M Buy
272,761
+1,942
+0.7% +$59.9K 0.01% 655
2025
Q3 		$8.32M Buy
+270,819
New +$8.02M 0.01% 678

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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Truist Financial's FHEQ Position: Q1 2026 in Review

Truist Financial reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 11% in Q1 2026, selling an estimated $952K and leaving 241,668 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #718.

Truist Financial first reported a position in FHEQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.43M in Q4 2025. 55 funds tracked by Wall St. Rank hold FHEQ as of Q1 2026.

  • Truist Financial held 241,668 shares of Fidelity Hedged Equity ETF worth $7.11M as of Q1 2026.
  • Truist Financial sold 31,093 Fidelity Hedged Equity ETF shares in Q1 2026, an estimated $952K.
  • Fidelity Hedged Equity ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #718 holding.
  • Truist Financial first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's Fidelity Hedged Equity ETF position peaked at $8.43M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.