AtlasMark Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

AtlasMark Financial’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 Q1	$327K	Hold	4,400	–	–	0.21%	30
2025 Q4	$327K	Hold	4,400	–	–	0.21%	30
2025 Q3	$294K	Hold	4,400	–	–	0.2%	34
2025 Q2	$281K	Hold	4,400	–	–	0.21%	32
2025 Q1	$301K	Hold	4,400	–	–	0.28%	30
2024 Q4	$288K	Hold	4,400	–	–	0.26%	31
2024 Q3	$320K	Buy	+4,400	New	+$315K	0.3%	32
2023 Q2	$278K	Hold	4,400	–	–	0.34%	33
2023 Q1	$270K	Buy	+4,400	New	+$273K	0.35%	33
2022 Q3	$254K	Hold	4,400	–	–	0.38%	33
2022 Q2	$267K	Hold	4,400	–	–	0.39%	35
2022 Q1	$289K	Hold	4,400	–	–	0.37%	36
2021 Q4	$302K	Hold	4,400	–	–	0.37%	35
2021 Q3	$281K	Hold	4,400	–	–	0.38%	34
2021 Q2	$280K	Hold	4,400	–	–	0.37%	36
2021 Q1	$259K	Hold	4,400	–	–	0.36%	36
2020 Q4	$254K	Hold	4,400	–	–	0.38%	35
2020 Q3	$231K	Hold	4,400	–	–	0.4%	35
2020 Q2	$219K	Buy	+4,400	New	+$213K	0.43%	35
2020 Q1	–	Sell	-4,400	Closed	-$219K	–	34
2019 Q4	$219K	Buy	+4,400	New	+$204K	0.5%	34

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AtlasMark Financial's FHLC Position: Q1 2026 in Review

AtlasMark Financial held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2026 at 4,400 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #30.

AtlasMark Financial first reported a position in FHLC in Q4 2019 and has held it in 20 quarters since. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

AtlasMark Financial held 4,400 shares of Fidelity MSCI Health Care Index ETF worth $327K as of Q1 2026.
AtlasMark Financial left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Health Care Index ETF made up 0.21% of AtlasMark Financial's portfolio in Q1 2026, its #30 holding.
AtlasMark Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 20 quarters since.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.