Jones Financial Companies
FHLC icon

Jones Financial Companies’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Jones Financial Companies’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 		$3.65M Buy
46,932
+6,518
+16% +$468K ﹤0.01% 1326
2026
Q1 		$2.77M Buy
40,414
+8,394
+26% +$619K ﹤0.01% 1294
2025
Q4 		$2.38M Buy
32,020
+6,915
+28% +$498K ﹤0.01% 878
2025
Q3 		$1.64M Buy
25,105
+4,194
+20% +$271K ﹤0.01% 927
2025
Q2 		$1.33M Buy
20,911
+8,258
+65% +$526K ﹤0.01% 900
2025
Q1 		$857K Buy
12,653
+6,727
+114% +$462K ﹤0.01% 923
2024
Q4 		$387K Buy
5,926
+2,398
+68% +$167K ﹤0.01% 1093
2024
Q3 		$255K Buy
3,528
+2,253
+177% +$161K ﹤0.01% 1061
2024
Q2 		$87.4K Buy
1,275
+923
+262% +$62.4K ﹤0.01% 1092
2024
Q1 		$24.6K Buy
+352
New +$23.8K ﹤0.01% 868

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 22.9% 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

Jones Financial Companies's FHLC Position: Q2 2026 in Review

Jones Financial Companies increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 16% in Q2 2026, buying an estimated $468K and bringing the position to 46,932 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Jones Financial Companies first reported a position in FHLC in Q1 2024 and has held it in 10 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Jones Financial Companies held 46,932 shares of Fidelity MSCI Health Care Index ETF worth $3.65M as of Q2 2026.
  • Jones Financial Companies bought 6,518 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $468K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1326 holding.
  • Jones Financial Companies first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.