Ameritas Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ameritas Advisory Services’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	$2.07M	Buy	26,744 +5,435	+26%	+$390K	0.04%	357
2026 Q1	$1.5M	Buy	21,309 +2	+0%	+$148	0.06%	282
2025 Q4	$1.58M	Sell	21,307 -4,265	-17%	-$307K	0.06%	271
2025 Q3	$1.71M	Sell	25,572 -596	-2%	-$38.5K	0.11%	165
2025 Q2	$1.67M	Sell	26,168 -2,361	-8%	-$150K	0.09%	230
2025 Q1	$1.87M	Sell	28,529 -90	-0.3%	-$6.18K	0.08%	254
2024 Q4	$1.87M	Buy	28,619 +1,441	+5%	+$100K	0.06%	273
2024 Q3	$1.98M	Sell	27,178 -975	-3%	-$69.8K	0.09%	235
2024 Q2	$1.93M	Sell	28,153 -559	-2%	-$37.8K	0.07%	259
2024 Q1	$1.91M	Buy	28,712 +1,537	+6%	+$104K	0.08%	244
2023 Q4	$1.85M	Sell	27,175 -56	-0.2%	-$3.42K	0.1%	190
2023 Q3	$1.65M	Sell	27,231 -745	-3%	-$46.8K	0.08%	231
2023 Q2	$1.72M	Sell	27,976 -3,189	-10%	-$200K	0.22%	102
2023 Q1	$1.92M	Sell	31,165 -21,541	-41%	-$1.34M	0.1%	200
2022 Q4	$3.37M	Buy	52,706 +23,002	+77%	+$1.44M	0.16%	133
2022 Q3	$1.71M	Buy	29,704 +590	+2%	+$36.3K	0.1%	196
2022 Q2	$1.77M	Sell	29,114 -400	-1%	-$24.8K	0.1%	197
2022 Q1	$1.94M	Buy	29,514 +72	+0.2%	+$4.58K	0.07%	214
2021 Q4	$2.02M	Buy	+29,442	New	+$1.94M	0.07%	214

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameritas Advisory Services's FHLC Position: Q2 2026 in Review

Ameritas Advisory Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 26% in Q2 2026, buying an estimated $390K and bringing the position to 26,744 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #357.

Ameritas Advisory Services first reported a position in FHLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.37M in Q4 2022. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Ameritas Advisory Services held 26,744 shares of Fidelity MSCI Health Care Index ETF worth $2.07M as of Q2 2026.
Ameritas Advisory Services bought 5,435 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $390K.
Fidelity MSCI Health Care Index ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #357 holding.
Ameritas Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $3.37M in Q4 2022.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.