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Fidelity Hedged Equity ETF (FHEQ)

CUSIP: 31624J745 | NYSE | 85 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Keybank National Association2,121,260
0.2% of portfolio›$71.4M
Southern Financial Group, LLC983,678
9.0% of portfolio›$33.1M
Thrivent Financial for Lutherans911,341
0.1% of portfolio›$30.7M
CGC Financial Services, LLC898,335
6.7% of portfolio›$30.2M
Commonwealth Equity Services, LLC398,679
0.0% of portfolio›$13.4M
Taylor Securities Services, Inc.191,113
2.6% of portfolio›$6.4M
Kestra Advisory Services, LLC181,521
0.0% of portfolio›$6.1M
Prime Capital Investment Advisors, LLC177,756
0.1% of portfolio›$6.0M
OmniStar Financial Group, Inc.125,043
1.8% of portfolio›$4.2M
Anson Capital, Inc.118,625
2.6% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.114,386
0.0% of portfolio›$3.9M
Signature Wealth Management Partners, LLC102,313
1.5% of portfolio›$3.4M
SeaCrest Wealth Management, LLC101,992
0.4% of portfolio›$3.4M
Kestra Private Wealth Services, LLC92,642
0.0% of portfolio›$3.1M
Truist Financial Corp71,193
0.0% of portfolio›$2.4M
InTrack Investment Management Inc67,962
1.1% of portfolio›$2.3M
Moneco Advisors, LLC65,089
0.1% of portfolio›$2.2M
Midwest Professional Planners, Ltd.50,985
0.3% of portfolio›$1.7M
Global Trust Asset Management, LLC43,137
0.5% of portfolio›$1.5M
Koshinski Asset Management, Inc.34,699
0.1% of portfolio›$1.2M
CRA Financial Services, LLC33,260
0.1% of portfolio›$1.1M
Grant Private Wealth Management Inc28,600
0.4% of portfolio›$962.7K
Brookstone Capital Management24,280
0.0% of portfolio›$817.3K
Peterson Wealth Advisors, LLC19,864
0.1% of portfolio›$668.6K
Courier Capital LLC11,818
0.0% of portfolio›$397.8K
Lido Advisors, LLC10,722
0.0% of portfolio›$360.9K
Adamsbrown Wealth Consultants LLC10,393
0.1% of portfolio›$349.8K
B. Riley Wealth Advisors, Inc.10,000
0.0% of portfolio›$336.6K
Breakwater Capital Group9,877
0.0% of portfolio›$332.5K
Elser Financial Planning, Inc9,484
0.0% of portfolio›$319.2K
Richards, Merrill & Peterson, Inc.7,800
0.1% of portfolio›$262.5K
Roxbury Financial LLC6,925
0.2% of portfolio›$233.1K
Laurel Wealth Advisors LLC3,200
0.0% of portfolio›$107.7K
Latitude Advisors, LLC1,182
0.0% of portfolio›$39.8K
Holos Integrated Wealth LLC76
0.0% of portfolio›$2.6K
Spire Wealth Management24
0.0% of portfolio›$808
StyleTurnoverLocationFiled
Keybank National Association
2,121,260$71.4M0.2%CoreLowBrooklyn, OH2026-11-04
Southern Financial Group, LLC
983,678$33.1M9.0%ETFVery LowBirmingham, AL2026-10-30
Thrivent Financial for Lutherans
911,341$30.7M0.1%GARPMediumMinneapolis, MN2026-11-05
CGC Financial Services, LLC
898,335$30.2M6.7%ETFLowLake Oswego, OR2026-10-13
Commonwealth Equity Services, LLC
398,679$13.4M0.0%ETFLowWaltham, MA2026-11-02
Taylor Securities Services, Inc.
191,113$6.4M2.6%ETFLowHarrisburg, PA2026-10-20
Kestra Advisory Services, LLC
181,521$6.1M0.0%CoreLowAustin, TX2026-11-02
Prime Capital Investment Advisors, LLC
177,756$6.0M0.1%ETFLowOverland Park, KS2026-10-20
OmniStar Financial Group, Inc.
125,043$4.2M1.8%ValueHighWilmington, NC2026-10-26
Anson Capital, Inc.
118,625$4.0M2.6%ETFLowTyrone, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
114,386$3.9M0.0%ETFLowFairfield, IA2026-11-02
Signature Wealth Management Partners, LLC
102,313$3.4M1.5%GrowthVery LowMontvale, NJ2026-10-21
SeaCrest Wealth Management, LLC
101,992$3.4M0.4%GrowthLowPurchase, NY2026-10-21
Kestra Private Wealth Services, LLC
92,642$3.1M0.0%GrowthLowAustin, TX2026-10-30
Truist Financial Corp
71,193$2.4M0.0%CoreLowCharlotte, NC2026-10-30
InTrack Investment Management Inc
67,962$2.3M1.1%GrowthMediumSouth Burlington, VT2026-10-15
Moneco Advisors, LLC
65,089$2.2M0.1%ETFLowFairfield, CT2026-11-05
Midwest Professional Planners, Ltd.
50,985$1.7M0.3%GrowthMediumWausau, WI2026-10-29
Global Trust Asset Management, LLC
43,137$1.5M0.5%GrowthMediumPalm Beach Gardens, FL2026-10-19
Koshinski Asset Management, Inc.
34,699$1.2M0.1%ETFLowDecatur, IL2026-10-29
CRA Financial Services, LLC
33,260$1.1M0.1%ETFVery LowNorthfield, NJ2026-10-16
Grant Private Wealth Management Inc
28,600$962.7K0.4%GrowthMediumPleasanton, CA2026-10-19
Brookstone Capital Management
24,280$817.3K0.0%ETFMediumWheaton, IL2026-10-22
Peterson Wealth Advisors, LLC
19,864$668.6K0.1%ETFLowOrem, UT2026-10-08
Courier Capital LLC
11,818$397.8K0.0%ETFLowBuffalo, NY2026-10-19
Lido Advisors, LLC
10,722$360.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Adamsbrown Wealth Consultants LLC
10,393$349.8K0.1%ETFLowWichita, KS2026-10-20
B. Riley Wealth Advisors, Inc.
10,000$336.6K0.0%GrowthLowMemphis, TN2026-10-13
Breakwater Capital Group
9,877$332.5K0.0%ETFLowParamus, NJ2026-10-09
Elser Financial Planning, Inc
9,484$319.2K0.0%GARPLowIndianapolis, IN2026-10-16
Richards, Merrill & Peterson, Inc.
7,800$262.5K0.1%GrowthLowSpokane, WA2026-10-19
Roxbury Financial LLC
6,925$233.1K0.2%CoreVery LowMount Arlington, NJ2026-10-01
Laurel Wealth Advisors LLC
3,200$107.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Latitude Advisors, LLC
1,182$39.8K0.0%ETFLowYorkville, IL2026-10-27
Holos Integrated Wealth LLC
76$2.6K0.0%ETFLowKennett Square, PA2026-10-23
Spire Wealth Management
24$8080.0%GrowthMediumMclean, VA2026-10-30