Buttonwood Financial Advisors
FHLC icon

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

Buttonwood Financial 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
Q3 		$16M Sell
195,424
-5,437
-3% -$440K 4.82% 5
2026
Q2 		$15.5M Sell
200,861
-1,376
-0.7% -$98.8K 4.72% 4
2026
Q1 		$14.2M Sell
202,237
-8,817
-4% -$651K 4.76% 5
2025
Q4 		$15.7M Sell
211,054
-2,721
-1% -$196K 5.23% 4
2025
Q3 		$14.3M Buy
213,775
+24,045
+13% +$1.55M 4.92% 4
2025
Q2 		$12.1M Buy
189,730
+7,904
+4% +$503K 4.87% 4
2025
Q1 		$12.4M Buy
181,826
+3,162
+2% +$217K 5.46% 3
2024
Q4 		$11.7M Buy
178,664
+8,144
+5% +$566K 5.13% 3
2024
Q3 		$12.4M Buy
170,520
+244
+0.1% +$17.5K 5.41% 2
2024
Q2 		$11.7M Sell
170,276
-1,061
-0.6% -$71.7K 5.51% 3
2024
Q1 		$12M Buy
171,337
+25,510
+17% +$1.73M 5.62% 3
2023
Q4 		$9.43M Buy
145,827
+4,602
+3% +$281K 5.14% 3
2023
Q3 		$8.56M Buy
141,225
+7,458
+6% +$469K 5.42% 3
2023
Q2 		$8.44M Buy
133,767
+2,035
+2% +$128K 5.29% 4
2023
Q1 		$8.1M Sell
131,732
-577
-0.4% -$35.8K 6.28% 4
2022
Q4 		$8.47M Sell
132,309
-426
-0.3% -$26.6K 7.12% 2
2022
Q3 		$7.85M Buy
132,735
+527
+0.4% +$32.4K 7.08% 2
2022
Q2 		$8.02M Buy
132,208
+3,635
+3% +$226K 7.24% 2
2022
Q1 		$8.44M Buy
128,573
+3,817
+3% +$243K 7.62% 2
2021
Q4 		$8.57M Buy
+124,756
New +$8.2M 8.38% 2

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

Buttonwood Financial Advisors's FHLC Position: Q3 2026 in Review

Buttonwood Financial Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.7% in Q3 2026, selling an estimated $440K and leaving 195,424 shares worth $16M. The position accounts for 4.82% of the portfolio, ranked #5.

Buttonwood Financial Advisors first reported a position in FHLC in Q4 2021 and has held it in 20 quarters since. 257 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Buttonwood Financial Advisors held 195,424 shares of Fidelity MSCI Health Care Index ETF worth $16M as of Q3 2026.
  • Buttonwood Financial Advisors sold 5,437 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $440K.
  • Fidelity MSCI Health Care Index ETF made up 4.82% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #5 holding.
  • Buttonwood Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 20 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.