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Public ownership evidence

Fidelity Hedged Equity ETF (FHEQ) Ownership Disclosures

Read FHEQ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-199,693$319,191None
Mutual Advisors, LLC2026-06-302026-08-1511,129$366,472None
Ameritas Advisory Services, LLC2026-06-302026-08-1523,183$763,400None
OSAIC HOLDINGS, INC.2026-06-302026-08-1577,229$2,543,159None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,508$741,192None
OLD MISSION CAPITAL LLC2026-06-302026-08-1530,552$1,006,077None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1567$2,206None
ROYAL BANK OF CANADA2026-06-302026-08-157,937$261,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15136,043$4,479,896None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521,606$711,486None
Taylor Securities Services, Inc.2026-06-302026-08-14179,736$5,918,716None
Delta Investment Management, LLC2026-06-302026-08-1411,064$364,349None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,100$69,153None
MORGAN STANLEY2026-06-302026-08-14490$16,136None
FMR LLC2026-06-302026-08-14668$21,989None
FMR LLC2026-06-302026-08-1413,941,724$459,100,971None
Integrated Wealth Concepts LLC2026-06-302026-08-131,108$36,503None
Cetera Investment Advisers2026-06-302026-08-131,054,378$34,720,681None
Aptus Capital Advisors, LLC2026-06-302026-08-13154,258$5,079,716None
NewEdge Advisors, LLC2026-06-302026-08-131,000$32,930None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1380$2,634None
Madison Wealth Partners, Inc2026-06-302026-08-1320,935$689,405None
BANK OF MONTREAL /CAN/2026-06-302026-08-133,300$108,669None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1332,479$1,069,533None
STIFEL FINANCIAL CORP2026-06-302026-08-13362,171$11,926,289None
JPMORGAN CHASE & CO2026-06-302026-08-135,993$196,397None
Peterson Wealth Advisors, LLC2026-06-302026-08-1220,545$676,558None
MONECO ADVISORS, LLC2026-06-302026-08-1270,041$2,306,450None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-11745,968$24,565,000None
Portfolio Strategies, Inc.2026-06-302026-08-117,272$239,467None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Mutual Advisors, LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.