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 Q3	$465K	Buy	5,697 +17	+0.3%	+$1.38K	0.19%	26
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Define Financial's FHLC Position: Q3 2026 in Review

Define Financial increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.3% in Q3 2026, buying an estimated $1.38K and bringing the position to 5,697 shares worth $465K. The position accounts for 0.19% of the portfolio, ranked #26.

Define Financial first reported a position in FHLC in Q4 2024 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Define Financial held 5,697 shares of Fidelity MSCI Health Care Index ETF worth $465K as of Q3 2026.
Define Financial bought 17 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $1.38K.
Fidelity MSCI Health Care Index ETF made up 0.19% of Define Financial's portfolio in Q3 2026, its #26 holding.
Define Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 8 quarters since.
205 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.