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

Arkadios Wealth 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 		$617K Sell
7,989
-225
-3% -$16.2K 0.01% 1022
2026
Q1 		$578K Sell
8,214
-1,144
-12% -$84.4K 0.01% 1042
2025
Q4 		$695K Buy
9,358
+1,564
+20% +$113K 0.01% 864
2025
Q3 		$521K Sell
7,794
-188
-2% -$12.1K 0.01% 915
2025
Q2 		$510K Sell
7,982
-342
-4% -$21.8K 0.02% 835
2025
Q1 		$569K Buy
8,324
+186
+2% +$12.8K 0.02% 662
2024
Q4 		$532K Sell
8,138
-2,212
-21% -$154K 0.03% 525
2024
Q3 		$754K Sell
10,350
-712
-6% -$51K 0.04% 403
2024
Q2 		$759K Sell
11,062
-1,781
-14% -$120K 0.05% 343
2024
Q1 		$896K Sell
12,843
-293
-2% -$19.8K 0.07% 263
2023
Q4 		$850K Buy
13,136
+30
+0.2% +$1.83K 0.07% 255
2023
Q3 		$794K Buy
13,106
+1,695
+15% +$107K 0.08% 248
2023
Q2 		$720K Sell
11,411
-552
-5% -$34.6K 0.08% 237
2023
Q1 		$735K Buy
11,963
+8
+0.1% +$497 0.09% 234
2022
Q4 		$765K Sell
11,955
-915
-7% -$57.2K 0.1% 206
2022
Q3 		$742K Buy
12,870
+108
+0.8% +$6.64K 0.11% 196
2022
Q2 		$774K Sell
12,762
-85
-0.7% -$5.28K 0.12% 212
2022
Q1 		$844K Sell
12,847
-1,638
-11% -$104K 0.11% 213
2021
Q4 		$995K Buy
14,485
+305
+2% +$20.1K 0.13% 181
2021
Q3 		$904K Sell
14,180
-195
-1% -$12.9K 0.13% 177
2021
Q2 		$916K Buy
14,375
+12,511
+671% +$771K 0.11% 217
2021
Q1 		$109K Buy
1,864
+46
+3% +$2.72K 0.02% 523
2020
Q4 		$104K Buy
+1,818
New +$100K 0.02% 429
2020
Q1 		– Sell
-1,400
Closed -$71.2K – 1240
2019
Q4 		$71.2K Buy
+1,400
New +$65K 0.04% 278

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors's FHLC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.7% in Q2 2026, selling an estimated $16.2K and leaving 7,989 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #1022.

Arkadios Wealth Advisors first reported a position in FHLC in Q4 2019 and has held it in 24 quarters since. The position peaked at $995K in Q4 2021. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Arkadios Wealth Advisors held 7,989 shares of Fidelity MSCI Health Care Index ETF worth $617K as of Q2 2026.
  • Arkadios Wealth Advisors sold 225 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $16.2K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1022 holding.
  • Arkadios Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $995K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.