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

Define Financial’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	$439K	Buy	5,680 +21	+0.4%	+$1.51K	0.2%	28
2026 Q1	$398K	Buy	5,659 +18	+0.3%	+$1.33K	0.22%	24
2025 Q4	$419K	Buy	5,641 +21	+0.4%	+$1.51K	0.24%	21
2025 Q3	$376K	Buy	5,620 +22	+0.4%	+$1.42K	0.23%	24
2025 Q2	$358K	Buy	5,598 +22	+0.4%	+$1.4K	0.24%	23
2025 Q1	$356K	Sell	5,576 -477	-8%	-$32.7K	0.27%	21
2024 Q4	$396K	Buy	+6,053	New	+$421K	0.3%	18

Other funds holding FHLC

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Define Financial's FHLC Position: Q2 2026 in Review

Define Financial increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.37% in Q2 2026, buying an estimated $1.51K and bringing the position to 5,680 shares worth $439K. The position accounts for 0.2% of the portfolio, ranked #28.

Define Financial first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Define Financial held 5,680 shares of Fidelity MSCI Health Care Index ETF worth $439K as of Q2 2026.
Define Financial bought 21 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.51K.
Fidelity MSCI Health Care Index ETF made up 0.2% of Define Financial's portfolio in Q2 2026, its #28 holding.
Define Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.