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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Fidelity Hedged Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
9,693
Value (USD)
$319,191
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FHEQ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FHEQ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
LPL Financial LLC2026-06-302026-08-08154,574$5,090,122None
Lido Advisors, LLC2026-06-302026-08-086,562$216,114None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08482,669$15,894,285None
Prime Capital Investment Advisors, LLC2026-06-302026-08-06150,778$4,965,106None
HighTower Advisors, LLC2026-06-302026-08-06200,795$6,612,190None
Summit Wealth Partners, LLC2026-06-302026-08-0458,449$1,924,726None
Global Trust Asset Management, LLC2026-06-302026-08-0435,834$1,180,028None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04461,134$15,185,149None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3196,012$3,162,000None
Signature Wealth Management Partners, LLC2026-06-302026-07-3026,857$884,394None
Anson Capital, Inc.2026-06-302026-07-30123,211$4,057,348None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30415,196$13,672,403None
Kestra Advisory Services, LLC2026-06-302026-07-29168,610$5,552,318None
KEYBANK NATIONAL ASSOCIATION/OH2026-06-302026-07-297,444$245,131None
KEYBANK NATIONAL ASSOCIATION/OH2026-06-302026-07-291,892,086$62,306,405None
TRUIST FINANCIAL CORP2026-06-302026-07-29223,537$7,361,080None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2896,012$3,162,000None
OmniStar Financial Group, Inc.2026-06-302026-07-2886,816$2,858,879None
Koshinski Asset Management, Inc.2026-06-302026-07-2834,699$1,142,638None
CRA Financial Services, LLC2026-06-302026-07-2532,660$1,075,494None

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.

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