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Merit Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Merit Financial Group’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 		$561K Sell
7,268
-848
-10% -$60.9K ﹤0.01% 1437
2026
Q1 		$571K Buy
8,116
+1,961
+32% +$145K ﹤0.01% 1301
2025
Q4 		$457K Buy
6,155
+629
+11% +$45.3K ﹤0.01% 1358
2025
Q3 		$370K Sell
5,526
-5
-0.1% -$323 ﹤0.01% 1328
2025
Q2 		$354K Buy
+5,531
New +$352K ﹤0.01% 1251

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 22.96% 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

Merit Financial Group's FHLC Position: Q2 2026 in Review

Merit Financial Group reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 10% in Q2 2026, selling an estimated $60.9K and leaving 7,268 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Merit Financial Group first reported a position in FHLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $571K in Q1 2026. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Merit Financial Group held 7,268 shares of Fidelity MSCI Health Care Index ETF worth $561K as of Q2 2026.
  • Merit Financial Group sold 848 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $60.9K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1437 holding.
  • Merit Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Fidelity MSCI Health Care Index ETF position peaked at $571K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.