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

High Point 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	$1.01M	Buy	13,049 +43	+0.3%	+$3.09K	0.82%	34
2026 Q1	$915K	Buy	13,006 +1,252	+11%	+$92.4K	0.88%	31
2025 Q4	$873K	Buy	+11,754	New	+$846K	0.82%	33

Other funds holding FHLC

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

High Point Wealth Management's FHLC Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.33% in Q2 2026, buying an estimated $3.09K and bringing the position to 13,049 shares worth $1.01M. The position accounts for 0.82% of the portfolio, ranked #34.

High Point Wealth Management first reported a position in FHLC in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

High Point Wealth Management held 13,049 shares of Fidelity MSCI Health Care Index ETF worth $1.01M as of Q2 2026.
High Point Wealth Management bought 43 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $3.09K.
Fidelity MSCI Health Care Index ETF made up 0.82% of High Point Wealth Management's portfolio in Q2 2026, its #34 holding.
High Point Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 3 quarters since.
239 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.