We are live on ! Find out more
FHEQ icon

Fidelity Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M +$1.38M +50,773 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.7M +$614K +22,649 +21%
AC
3
Anson Capital
Georgia
$3.57M -$29.2K -1,076 -0.9%
KAS
4
Kestra Advisory Services
Texas
$2.77M +$2.61M +96,287 New
IIM
5
InTrack Investment Management
Vermont
$1.82M +$1.72M +63,300 New
DFG
6
Demars Financial Group
Washington
$1.71M +$70.6K +2,603 +5%
WQ
7
Wealth Quarterback
New Jersey
$1.39M +$1.31M +48,331 New
PWA
8
Peterson Wealth Advisors
Utah
$1.03M -$117K -4,333 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$965K +$908K +33,476 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$787K +$740K +27,295 New
OMC
11
Old Mission Capital
Illinois
$766K +$265K +9,758 +58%
SS
12
Sunbelt Securities
Texas
$441K -$1.11K -41 -0.3%
DIM
13
Delta Investment Management
California
$293K +$275K +10,151 New
BRWA
14
B. Riley Wealth Advisors
Florida
$268K +$252K +9,300 New
Goldman Sachs
15
Goldman Sachs
New York
$232K +$218K +8,044 New
BCG
16
Breakwater Capital Group
New Jersey
$210K -$24.8K -914 -11%
MWP
17
Madison Wealth Partners
Wisconsin
$203K +$191K +7,038 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$162K +$110K +4,058 +260%
RF
19
Roxbury Financial
New Jersey
$60.8K +$2.85K +105 +5%
BFP
20
Briaud Financial Planning
Texas
$39K +$36.9K +1,361 New
AWM
21
AE Wealth Management
Kansas
-$833K -31,566 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$603K -22,864 Closed
MML Investors Services
23
MML Investors Services
Massachusetts
-$511K -19,369 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$507K -19,218 Closed