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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

WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 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. 76 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.
  • 76 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.