CX Institutional
FHLC icon

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
Q3 		$2.34M Sell
28,588
-766
-3% -$62K 0.06% 237
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

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

CX Institutional's FHLC Position: Q3 2026 in Review

CX Institutional reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.6% in Q3 2026, selling an estimated $62K and leaving 28,588 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #237.

CX Institutional first reported a position in FHLC in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.59M in Q2 2024. 107 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • CX Institutional held 28,588 shares of Fidelity MSCI Health Care Index ETF worth $2.34M as of Q3 2026.
  • CX Institutional sold 766 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $62K.
  • Fidelity MSCI Health Care Index ETF made up 0.06% of CX Institutional's portfolio in Q3 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 14 quarters since.
  • CX Institutional's Fidelity MSCI Health Care Index ETF position peaked at $3.59M in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.