Mission Wealth Management
FHLC icon

Mission Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mission 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 		$818K Buy
10,007
+1
+0% +$81 0.01% 406
2026
Q2 		$773K Buy
10,006
+2
+0% +$144 0.01% 550
2026
Q1 		$704K Sell
10,004
-736
-7% -$54.3K 0.01% 405
2025
Q4 		$798K Sell
10,740
-714
-6% -$51.4K 0.02% 386
2025
Q3 		$766K Sell
11,454
-17,254
-60% -$1.11M 0.02% 389
2025
Q2 		$1.84M Buy
28,708
+20,304
+242% +$1.29M 0.04% 224
2025
Q1 		$574K Buy
8,404
+18
+0.2% +$1.24K 0.01% 420
2024
Q4 		$548K Buy
8,386
+3
+0% +$208 0.01% 407
2024
Q3 		$610K Buy
8,383
+379
+5% +$27.1K 0.01% 393
2024
Q2 		$549K Sell
8,004
-437
-5% -$29.5K 0.01% 386
2024
Q1 		$589K Sell
8,441
-1,258
-13% -$85.2K 0.02% 397
2023
Q4 		$627K Buy
9,699
+5,134
+112% +$314K 0.02% 327
2023
Q3 		$277K Sell
4,565
-229
-5% -$14.4K 0.01% 455
2023
Q2 		$303K Sell
4,794
-1,252
-21% -$78.5K 0.01% 451
2023
Q1 		$372K Sell
6,046
-444
-7% -$27.6K 0.02% 401
2022
Q4 		$415K Buy
6,490
+911
+16% +$57K 0.02% 359
2022
Q3 		$322K Buy
5,579
+1,418
+34% +$87.2K 0.02% 379
2022
Q2 		$252K Buy
4,161
+907
+28% +$56.3K 0.01% 429
2022
Q1 		$214K Buy
3,254
+2
+0.1% +$127 0.01% 489
2021
Q4 		$223K Buy
3,252
+1
+0% +$66 0.01% 494
2021
Q3 		$207K Buy
3,251
+1
+0% +$66 0.01% 483
2021
Q2 		$207K Buy
+3,250
New +$200K 0.01% 462

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

Mission Wealth Management's FHLC Position: Q3 2026 in Review

Mission Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.01% in Q3 2026, buying an estimated $81 and bringing the position to 10,007 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #406.

Mission Wealth Management first reported a position in FHLC in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.84M in Q2 2025. 249 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Mission Wealth Management held 10,007 shares of Fidelity MSCI Health Care Index ETF worth $818K as of Q3 2026.
  • Mission Wealth Management bought 1 Fidelity MSCI Health Care Index ETF share in Q3 2026, an estimated $81.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #406 holding.
  • Mission Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and has held it in 22 quarters since.
  • Mission Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $1.84M in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.