JFS Wealth Advisors
FHLC icon

JFS Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

JFS Wealth Advisors’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 		$4.67K Sell
57
-83
-59% -$6.72K ﹤0.01% 1258
2026
Q2 		$10.8K Buy
+140
New +$10.1K ﹤0.01% 979
2025
Q2 		– Sell
-375
Closed -$25.6K – 1902
2025
Q1 		$25.6K Hold
375
– – ﹤0.01% 609
2024
Q4 		$24.5K Buy
+375
New +$26.1K ﹤0.01% 596

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

JFS Wealth Advisors's FHLC Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 59% in Q3 2026, selling an estimated $6.72K and leaving 57 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

JFS Wealth Advisors first reported a position in FHLC in Q4 2024 and has held it in 4 quarters since. The position peaked at $25.6K in Q1 2025. 251 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • JFS Wealth Advisors held 57 shares of Fidelity MSCI Health Care Index ETF worth $4.67K as of Q3 2026.
  • JFS Wealth Advisors sold 83 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $6.72K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1258 holding.
  • JFS Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 4 quarters since.
  • JFS Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $25.6K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.