Elm3 Financial Group
FHLC icon

Elm3 Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Elm3 Financial Group’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 		$1.1M Buy
13,476
+3,201
+31% +$259K 0.73% 32
2026
Q2 		$794K Buy
10,275
+4,156
+68% +$299K 0.54% 48
2026
Q1 		$431K Buy
6,119
+268
+5% +$19.8K 0.36% 74
2025
Q4 		$435K Buy
+5,851
New +$421K 0.36% 71
2025
Q2 		– Sell
-4,356
Closed -$298K – 112
2025
Q1 		$298K Buy
4,356
+699
+19% +$48K 0.26% 76
2024
Q4 		$239K Buy
+3,657
New +$254K 0.2% 79

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

Elm3 Financial Group's FHLC Position: Q3 2026 in Review

Elm3 Financial Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 31% in Q3 2026, buying an estimated $259K and bringing the position to 13,476 shares worth $1.1M. The position accounts for 0.73% of the portfolio, ranked #32.

Elm3 Financial Group first reported a position in FHLC in Q4 2024 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Elm3 Financial Group held 13,476 shares of Fidelity MSCI Health Care Index ETF worth $1.1M as of Q3 2026.
  • Elm3 Financial Group bought 3,201 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $259K.
  • Fidelity MSCI Health Care Index ETF made up 0.73% of Elm3 Financial Group's portfolio in Q3 2026, its #32 holding.
  • Elm3 Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 252 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.