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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Founders Financial Securities's FHLC Position: Q2 2026 in Review

Founders Financial Securities increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.7% in Q2 2026, buying an estimated $5.96K and bringing the position to 4,994 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #424.

Founders Financial Securities first reported a position in FHLC in Q3 2022 and has held it in 16 quarters since. The position peaked at $667K in Q4 2023. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Founders Financial Securities held 4,994 shares of Fidelity MSCI Health Care Index ETF worth $386K as of Q2 2026.
  • Founders Financial Securities bought 83 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $5.96K.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #424 holding.
  • Founders Financial Securities first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's Fidelity MSCI Health Care Index ETF position peaked at $667K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.