EPG Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

EPG Wealth Management’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	$15.6K	Hold	202	–	–	﹤0.01%	269
2026 Q1	$14.2K	Buy	202 +1	+0.5%	+$74	﹤0.01%	271
2025 Q4	$14.9K	Buy	201 +1	+0.5%	+$72	﹤0.01%	265
2025 Q3	$13.4K	Hold	200	–	–	﹤0.01%	269
2025 Q2	$12.8K	Buy	200 +1	+0.5%	+$64	﹤0.01%	265
2025 Q1	$13.6K	Buy	199 +1	+0.5%	+$69	﹤0.01%	357
2024 Q4	$12.9K	Hold	198	–	–	﹤0.01%	363
2024 Q3	$14.4K	Buy	+198	New	+$14.2K	﹤0.01%	358
2024 Q2	–	Sell	-310	Closed	-$20.9K	–	361
2024 Q1	$21.6K	Hold	310	–	–	0.01%	355
2023 Q4	$20.9K	Hold	310	–	–	0.01%	343
2023 Q3	$18.8K	Hold	310	–	–	0.01%	341
2023 Q2	$19.6K	Hold	310	–	–	0.01%	331
2023 Q1	$19.1K	Hold	310	–	–	0.01%	338
2022 Q4	$19.8K	Hold	310	–	–	0.01%	310
2022 Q3	$18K	Buy	+310	New	+$19.1K	0.01%	316
2022 Q2	–	Sell	-489	Closed	-$32K	–	261
2022 Q1	$32K	Buy	489 +113	+30%	+$7.19K	0.01%	312
2021 Q4	$26K	Hold	376	–	–	0.01%	327
2021 Q3	$24K	Buy	+376	New	+$24.9K	0.01%	305
2020 Q2	–	Sell	-257	Closed	-$11K	–	351
2020 Q1	$11K	Sell	257 -59	-19%	-$2.79K	0.01%	468
2019 Q4	$16K	Buy	+316	New	+$14.7K	0.01%	377

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EPG Wealth Management's FHLC Position: Q2 2026 in Review

EPG Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 202 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

EPG Wealth Management first reported a position in FHLC in Q4 2019 and has held it in 20 quarters since. The position peaked at $32K in Q1 2022. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

EPG Wealth Management held 202 shares of Fidelity MSCI Health Care Index ETF worth $15.6K as of Q2 2026.
EPG Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #269 holding.
EPG Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $32K in Q1 2022.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.