Ancora Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ancora Advisors’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	$60.2K	Buy	780 +2	+0.3%	+$144	﹤0.01%	1019
2026 Q1	$54.7K	Buy	778 +2	+0.3%	+$148	﹤0.01%	1111
2025 Q4	$57.6K	Buy	776 +2	+0.3%	+$144	﹤0.01%	1101
2025 Q3	$51.7K	Buy	774 +3	+0.4%	+$194	﹤0.01%	1025
2025 Q2	$49.3K	Buy	771 +2	+0.3%	+$127	﹤0.01%	1030
2025 Q1	$52.5K	Buy	769 +2	+0.3%	+$137	﹤0.01%	1005
2024 Q4	$50.1K	Buy	767 +2	+0.3%	+$139	﹤0.01%	1000
2024 Q3	$55.7K	Buy	765 +2	+0.3%	+$143	﹤0.01%	963
2024 Q2	$52.3K	Buy	763 +2	+0.3%	+$135	﹤0.01%	934
2024 Q1	$53.1K	Buy	761 +2	+0.3%	+$135	﹤0.01%	943
2023 Q4	$49.1K	Buy	759 +2	+0.3%	+$122	﹤0.01%	952
2023 Q3	$45.9K	Sell	757 -545	-42%	-$34.2K	﹤0.01%	931
2023 Q2	$82.2K	Buy	1,302 +1,097	+535%	+$68.8K	﹤0.01%	815
2023 Q1	$12.6K	Sell	205 -164	-44%	-$10.2K	﹤0.01%	1229
2022 Q4	$24K	Hold	369	–	–	﹤0.01%	1126
2022 Q3	$21K	Hold	369	–	–	﹤0.01%	1315
2022 Q2	$22K	Hold	369	–	–	﹤0.01%	1407
2022 Q1	$24K	Hold	369	–	–	﹤0.01%	1495
2021 Q4	$25K	Sell	369 -45	-11%	-$2.96K	﹤0.01%	1510
2021 Q3	$26K	Hold	414	–	–	﹤0.01%	1393
2021 Q2	$26K	Sell	414 -30	-7%	-$1.85K	﹤0.01%	1275
2021 Q1	$26K	Buy	444 +239	+117%	+$14.1K	﹤0.01%	1226
2020 Q4	$12K	Hold	205	–	–	﹤0.01%	1160
2020 Q3	$11K	Hold	205	–	–	﹤0.01%	1123
2020 Q2	$10K	Buy	+205	New	+$9.93K	﹤0.01%	1111

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 22.9% 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

Ancora Advisors's FHLC Position: Q2 2026 in Review

Ancora Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.26% in Q2 2026, buying an estimated $144 and bringing the position to 780 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Ancora Advisors first reported a position in FHLC in Q2 2020 and has held it in 25 quarters since. The position peaked at $82.2K in Q2 2023. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Ancora Advisors held 780 shares of Fidelity MSCI Health Care Index ETF worth $60.2K as of Q2 2026.
Ancora Advisors bought 2 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $144.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1019 holding.
Ancora Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and has held it in 25 quarters since.
Ancora Advisors's Fidelity MSCI Health Care Index ETF position peaked at $82.2K in Q2 2023.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.