BATS:FHEQ

Fidelity Hedged Equity ETF

$ 29.23 0.08 ( +0.27%) 03:59 PM EST
PE Ratio:
53.45
PB Ratio:
4.43
Volume:
68.40K
Dividend Yield %:
0.76
Last Holding update 2025-06-28 171 Stocks (54 new)
Value $537.00 Mil Turnover 42 %
Top Holdings: AAPL(7.25%) NVDA(6.14%) MSFT(5.70%) AMZN(4.07%) META(2.95%)
Portfolio Report
Registrant: Fidelity Hedged Equity ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Fidelity Hedged Equity ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fidelity Hedged Equity ETF Key Statistics

Name Value
Day's Open ($) 29.29
Day's Range ($) 29.2265 - 29.35
Day's Volume 68,403
52-Week Range ($) 22.83 - 29.35
Beta -
3-Year Sharpe Ratio -
3-Year Sortino Ratio -
Volatility 9.03
14-Day RSI 67.64
14-Day ATR ($) 0.198964
20-Day SMA ($) 28.935

Fundamental Data

Name Value
Market Cap (Mil $) 520.716
Shares Outstanding (Mil) 17.81
PE Ratio 53.45
PE Ratio (10y Range) 23.23 - 67.96
PE Ratio (10y Median) 23.5
PB Ratio 4.43
PB Ratio (10y Range) 4.43 - 9.81
PB Ratio (10y Median) 4.52

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.221
Dividend Yield % 0.76
Dividend Yield % (10y Range) 0.45 - 0.79
Dividend Yield % (10y Median) 0.65
Next Dividend Payment Date
Dividend Frequency Quarterly

FHEQ Fidelity Hedged Equity ETF Fundamental Charts

Historical TTM Price-to-Earnings for FHEQ Fidelity Hedged Equity ETF

Historical TTM Price-to-Earnings without NRI for FHEQ Fidelity Hedged Equity ETF

Historical Price-to-Book Ratio for FHEQ Fidelity Hedged Equity ETF

Historical Dividend Yields for FHEQ Fidelity Hedged Equity ETF

Fidelity Hedged Equity ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with BATS:FHEQ

No Available Data

BATS:FHEQ is held by these investors

No Available Data
Fidelity Hedged Equity ETF Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
183,166
38,922.8
+50.57%
7.250
+2.44%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
NVDA
NVIDIA Corp
302,545
32,953.2
+52.94%
6.140
+2.13%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
MSFT
Microsoft Corp
77,410
30,597.1
+49.43%
5.700
+1.89%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AMZN
Amazon.com Inc
118,636
21,878.8
+56.88%
4.070
+1.48%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
META
Meta Platforms Inc
28,817
15,820.5
+46.93%
2.950
+0.94%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
BRK.B
Berkshire Hathaway Inc
26,016
13,873.0
+45.20%
2.580
+0.80%
0.000
-9.60%
+6.03%
1,039,421.7
Insurance
AVGO
Broadcom Inc
65,258
12,560.2
+54.08%
2.340
+0.82%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
GOOGL
Alphabet Inc
65,910
10,466.5
+50.71%
1.950
+0.66%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
JPM
JPMorgan Chase & Co
34,832
8,520.6
+22.36%
1.590
+0.29%
0.000
+21.80%
+25.72%
815,415.8
Banks
GOOG
Alphabet Inc
51,155
8,230.3
+38.75%
1.530
+0.43%
0.000
+19.79%
+1.69%
2,329,696.9
Interactive Media

Fidelity Hedged Equity ETF's Historical Top Holdings Breakdowns

Fidelity Hedged Equity ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-04-30
Add
Add
+2.44%
●
172.42 ($220.47) 247.1
$213.76
-3.04%
Add 50.57%
183,166
61,521
NVDA
NVIDIA Corp
2025-04-30
Add
Add
+2.13%
●
94.31 ($116.53) 140.11
$173.74
49.09%
Add 52.94%
302,545
104,721
MSFT
Microsoft Corp
2025-04-30
Add
Add
+1.89%
●
354.56 ($391.17) 416.13
$510.88
30.60%
Add 49.43%
77,410
25,605
AMZN
Amazon.com Inc
2025-04-30
Add
Add
+1.48%
●
167.32 ($201.66) 242.06
$232.23
15.16%
Add 56.88%
118,636
43,015
META
Meta Platforms Inc
2025-04-30
Add
Add
+0.94%
●
484.66 ($612.43) 736.67
$714.80
16.72%
Add 46.93%
28,817
9,204
AVGO
Broadcom Inc
2025-04-30
Add
Add
+0.82%
●
146.29 ($194.12) 236.35
$288.71
48.73%
Add 54.08%
65,258
22,905
BRK.B
Berkshire Hathaway Inc
2025-04-30
Add
Add
+0.80%
●
464.61 ($506.31) 537.72
$480.60
-5.08%
Add 45.2%
26,016
8,099
MS
Morgan Stanley
2025-04-30
Add
Add
+0.71%
●
99.83 ($121.5) 141.08
$142.50
17.28%
Add 683.1%
37,675
32,864
COST
Costco Wholesale Corp
2025-04-30
Add
Add
+0.70%
●
890.62 ($983.15) 1076.86
$933.80
-5.02%
Add 211.56%
5,577
3,787
GS
The Goldman Sachs Group Inc
2025-04-30
Add
Add
+0.66%
●
462.22 ($570.89) 672.19
$719.18
25.98%
Add 2255.21%
6,783
6,495

Fidelity Hedged Equity ETF Total Holding History ($B)

To

Fidelity Hedged Equity ETF's Asset Allocation

To

Fidelity Hedged Equity ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidelity Hedged Equity ETF's Hypothetical Growth since 2025-04-30

Fidelity Hedged Equity ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Fidelity Hedged Equity ETF's Holdings Heat Map

Size field:

Fidelity Hedged Equity ETF's Holdings Bubble Chart

Fidelity Hedged Equity ETF News

  • 1

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