CX Institutional’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

CX Institutional’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	$2.27M	Buy	29,354 +2,167	+8%	+$156K	0.07%	237
2026 Q1	$1.91M	Sell	27,187 -12,959	-32%	-$956K	0.06%	257
2025 Q4	$2.98M	Buy	40,146 +1,398	+4%	+$101K	0.09%	173
2025 Q3	$2.59M	Buy	38,748 +9,189	+31%	+$594K	0.08%	182
2025 Q2	$1.89M	Buy	29,559 +27,894	+1,675%	+$1.78M	0.07%	200
2025 Q1	$114K	Buy	+1,665	New	+$114K	﹤0.01%	726
2024 Q4	–	Sell	-1,864	Closed	-$136K	–	555
2024 Q3	$136K	Sell	1,864 -50,470	-96%	-$3.61M	0.01%	549
2024 Q2	$3.59M	Buy	+52,334	New	+$3.54M	0.17%	140
2023 Q4	–	Sell	-12,605	Closed	-$764K	–	540
2023 Q3	$764K	Buy	12,605 +4,787	+61%	+$301K	0.04%	280
2023 Q2	$493K	Sell	7,818 -3,217	-29%	-$202K	0.03%	350
2023 Q1	$681K	Buy	11,035 +6,515	+144%	+$404K	0.04%	324
2022 Q4	$289K	Buy	4,520 +567	+14%	+$35.5K	0.02%	435
2022 Q3	$228K	Buy	+3,953	New	+$243K	0.02%	429

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CX Institutional's FHLC Position: Q2 2026 in Review

CX Institutional increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 8% in Q2 2026, buying an estimated $156K and bringing the position to 29,354 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #237.

CX Institutional first reported a position in FHLC in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.59M in Q2 2024. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

CX Institutional held 29,354 shares of Fidelity MSCI Health Care Index ETF worth $2.27M as of Q2 2026.
CX Institutional bought 2,167 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $156K.
Fidelity MSCI Health Care Index ETF made up 0.07% of CX Institutional's portfolio in Q2 2026, its #237 holding.
CX Institutional first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and has held it in 13 quarters since.
CX Institutional's Fidelity MSCI Health Care Index ETF position peaked at $3.59M in Q2 2024.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.