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Mark Sheptoff Financial Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$2.32K Hold
33
– – ﹤0.01% 476
2025
Q4 		$2.45K Hold
33
– – ﹤0.01% 471
2025
Q3 		$2.21K Buy
+33
New +$2.13K ﹤0.01% 448

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 1-Year Est. Return

Mark Sheptoff Financial Planning's FHLC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2026 at 33 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Mark Sheptoff Financial Planning first reported a position in FHLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.45K in Q4 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 33 shares of Fidelity MSCI Health Care Index ETF worth $2.32K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #476 holding.
  • Mark Sheptoff Financial Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Fidelity MSCI Health Care Index ETF position peaked at $2.45K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.