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 Q3	$1.15M	Buy	14,086 +1,037	+8%	+$84K	0.91%	32
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 $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

High Point Wealth Management's FHLC Position: Q3 2026 in Review

High Point Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 7.9% in Q3 2026, buying an estimated $84K and bringing the position to 14,086 shares worth $1.15M. The position accounts for 0.91% of the portfolio, ranked #32.

High Point Wealth Management first reported a position in FHLC in Q4 2025 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

High Point Wealth Management held 14,086 shares of Fidelity MSCI Health Care Index ETF worth $1.15M as of Q3 2026.
High Point Wealth Management bought 1,037 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $84K.
Fidelity MSCI Health Care Index ETF made up 0.91% of High Point Wealth Management's portfolio in Q3 2026, its #32 holding.
High Point Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 4 quarters since.
232 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.