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

Bellwether 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
Q1 		– Sell
-54,511
Closed -$4.05M – 167
2025
Q4 		$4.05M Buy
+54,511
New +$3.92M 0.65% 36
2023
Q1 		– Hold
0
– – – 461

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $31B AUM 28.39% 1-Year Est. Return

Bellwether Advisors's FHLC Position: Q1 2026 in Review

Bellwether Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 54,511 shares — an estimated $4.05M sold.

Bellwether Advisors first reported a position in FHLC in Q4 2025 and held it in 1 quarter. The position peaked at $4.05M in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Bellwether Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bellwether Advisors sold 54,511 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $4.05M.
  • Bellwether Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and held it in 1 quarter.
  • Bellwether Advisors's Fidelity MSCI Health Care Index ETF position peaked at $4.05M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.