Allied Private Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Allied Private Wealth’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Buy	+1,593	New	+$114K	0.08%	155

Other funds holding FHLC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return