Founders Financial Securities
FHLC icon

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

Founders Financial Securities’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 		$389K Sell
4,757
-237
-5% -$19.2K 0.02% 440
2026
Q2 		$386K Buy
4,994
+83
+2% +$5.96K 0.02% 424
2026
Q1 		$352K Sell
4,911
-571
-10% -$42.1K 0.02% 425
2025
Q4 		$407K Buy
5,482
+574
+12% +$41.3K 0.02% 418
2025
Q3 		$328K Buy
4,908
+4
+0.1% +$258 0.02% 414
2025
Q2 		$314K Sell
4,904
-427
-8% -$27.2K 0.02% 408
2025
Q1 		$347K Sell
5,331
-79
-1% -$5.42K 0.03% 373
2024
Q4 		$354K Sell
5,410
-336
-6% -$23.3K 0.03% 356
2024
Q3 		$418K Buy
5,746
+3
+0.1% +$215 0.04% 296
2024
Q2 		$394K Buy
5,743
+3
+0.1% +$203 0.04% 316
2024
Q1 		$400K Sell
5,740
-4,573
-44% -$310K 0.04% 288
2023
Q4 		$667K Buy
10,313
+4,774
+86% +$292K 0.07% 216
2023
Q3 		$336K Sell
5,539
-549
-9% -$34.5K 0.04% 254
2023
Q2 		$384K Buy
6,088
+3
+0% +$188 0.05% 241
2023
Q1 		$374K Sell
6,085
-109
-2% -$6.76K 0.05% 236
2022
Q4 		$396K Sell
6,194
-265
-4% -$16.6K 0.06% 215
2022
Q3 		$372K Buy
+6,459
New +$397K 0.07% 207

Other funds holding FHLC

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

Founders Financial Securities's FHLC Position: Q3 2026 in Review

Founders Financial Securities reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4.7% in Q3 2026, selling an estimated $19.2K and leaving 4,757 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #440.

Founders Financial Securities first reported a position in FHLC in Q3 2022 and has held it in 17 quarters since. The position peaked at $667K in Q4 2023. 191 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Founders Financial Securities held 4,757 shares of Fidelity MSCI Health Care Index ETF worth $389K as of Q3 2026.
  • Founders Financial Securities sold 237 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $19.2K.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Founders Financial Securities's portfolio in Q3 2026, its #440 holding.
  • Founders Financial Securities first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and has held it in 17 quarters since.
  • Founders Financial Securities's Fidelity MSCI Health Care Index ETF position peaked at $667K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.