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

Fischer Financial Services’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 Q1	$12.1M	Buy	171,442 +369	+0.2%	+$27.2K	4.06%	9
2025 Q4	$12.7M	Buy	171,073 +4,272	+3%	+$308K	3.36%	10
2025 Q3	$11.2M	Sell	166,801 -464	-0.3%	-$30K	3%	12
2025 Q2	$10.7M	Buy	167,265 +1,230	+0.7%	+$78.3K	3.15%	12
2025 Q1	$11.3M	Buy	166,035 +737	+0.4%	+$50.6K	3.65%	10
2024 Q4	$10.8M	Buy	+165,298	New	+$11.5M	3.4%	10

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fischer Financial Services's FHLC Position: Q1 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.22% in Q1 2026, buying an estimated $27.2K and bringing the position to 171,442 shares worth $12.1M. The position accounts for 4.06% of the portfolio, ranked #9.

Fischer Financial Services first reported a position in FHLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.7M in Q4 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Fischer Financial Services held 171,442 shares of Fidelity MSCI Health Care Index ETF worth $12.1M as of Q1 2026.
Fischer Financial Services bought 369 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $27.2K.
Fidelity MSCI Health Care Index ETF made up 4.06% of Fischer Financial Services's portfolio in Q1 2026, its #9 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $12.7M in Q4 2025.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.