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

Aptus Capital 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	$14.8K	Buy	192 +1	+0.5%	+$72	﹤0.01%	1561
2026 Q1	$13.4K	Sell	191 -114	-37%	-$8.41K	﹤0.01%	1454
2025 Q4	$22.7K	Buy	305 +1	+0.3%	+$72	﹤0.01%	1396
2025 Q3	$20.3K	Buy	304 +1	+0.3%	+$65	﹤0.01%	1346
2025 Q2	$19.4K	Buy	303 +1	+0.3%	+$64	﹤0.01%	1287
2025 Q1	$20.7K	Sell	302 -10	-3%	-$687	﹤0.01%	1199
2024 Q4	$20.4K	Buy	312 +11	+4%	+$764	﹤0.01%	1211
2024 Q3	$21.9K	Buy	301 +191	+174%	+$13.7K	﹤0.01%	1026
2024 Q2	$7.55K	Buy	+110	New	+$7.43K	﹤0.01%	1043
2023 Q3	–	Sell	-344	Closed	-$21.7K	–	914
2023 Q2	$21.7K	Buy	+344	New	+$21.6K	﹤0.01%	649
2022 Q1	–	Sell	-53,068	Closed	-$3.64M	–	696
2021 Q4	$3.64M	Buy	+53,068	New	+$3.49M	0.11%	120

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

Aptus Capital Advisors's FHLC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.52% in Q2 2026, buying an estimated $72 and bringing the position to 192 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Aptus Capital Advisors first reported a position in FHLC in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.64M in Q4 2021. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Aptus Capital Advisors held 192 shares of Fidelity MSCI Health Care Index ETF worth $14.8K as of Q2 2026.
Aptus Capital Advisors bought 1 Fidelity MSCI Health Care Index ETF share in Q2 2026, an estimated $72.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1561 holding.
Aptus Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 11 quarters since.
Aptus Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.64M in Q4 2021.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.