Calamos Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Calamos Wealth Management’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	$322K	Buy	4,573 +87	+2%	+$6.42K	0.01%	362
2025 Q4	$333K	Hold	4,486	–	–	0.01%	334
2025 Q3	$300K	Hold	4,486	–	–	0.01%	342
2025 Q2	$287K	Sell	4,486 -231	-5%	-$14.7K	0.01%	290
2025 Q1	$322K	Hold	4,717	–	–	0.02%	249
2024 Q4	$308K	Hold	4,717	–	–	0.02%	256
2024 Q3	$343K	Hold	4,717	–	–	0.02%	253
2024 Q2	$324K	Hold	4,717	–	–	0.02%	243
2024 Q1	$329K	Hold	4,717	–	–	0.02%	243
2023 Q4	$305K	Hold	4,717	–	–	0.02%	239
2023 Q3	$286K	Sell	4,717 -600	-11%	-$37.7K	0.02%	260
2023 Q2	$336K	Hold	5,317	–	–	0.02%	241
2023 Q1	$327K	Hold	5,317	–	–	0.03%	249
2022 Q4	$340K	Hold	5,317	–	–	0.03%	241
2022 Q3	$307K	Hold	5,317	–	–	0.03%	245
2022 Q2	$323K	Hold	5,317	–	–	0.03%	248
2022 Q1	$349K	Hold	5,317	–	–	0.03%	267
2021 Q4	$365K	Hold	5,317	–	–	0.03%	267
2021 Q3	$339K	Hold	5,317	–	–	0.03%	265
2021 Q2	$339K	Hold	5,317	–	–	0.03%	274
2021 Q1	$314K	Hold	5,317	–	–	0.03%	261
2020 Q4	$307K	Buy	+5,317	New	+$293K	0.03%	249

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 $1.24B AUM 22.2% 1-Year Est. Return

KAS

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

Calamos Wealth Management's FHLC Position: Q1 2026 in Review

Calamos Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.9% in Q1 2026, buying an estimated $6.42K and bringing the position to 4,573 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #362.

Calamos Wealth Management first reported a position in FHLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $365K in Q4 2021. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Calamos Wealth Management held 4,573 shares of Fidelity MSCI Health Care Index ETF worth $322K as of Q1 2026.
Calamos Wealth Management bought 87 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $6.42K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #362 holding.
Calamos Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 22 quarters since.
Calamos Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $365K in Q4 2021.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.