Money Concepts Capital’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Money Concepts Capital’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	$225K	Buy	2,913 +4	+0.1%	+$287	0.01%	584
2026 Q1	$205K	Buy	+2,909	New	+$215K	0.01%	548
2023 Q1	–	Sell	-3,888	Closed	-$249K	–	1311
2022 Q4	$249K	Buy	+3,888	New	+$243K	0.01%	603
2022 Q2	–	Sell	-2,868	Closed	-$188K	–	1832
2022 Q1	$188K	Buy	+2,868	New	+$183K	0.01%	766

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Money Concepts Capital's FHLC Position: Q2 2026 in Review

Money Concepts Capital increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.14% in Q2 2026, buying an estimated $287 and bringing the position to 2,913 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #584.

Money Concepts Capital first reported a position in FHLC in Q1 2022 and has held it in 4 quarters since. The position peaked at $249K in Q4 2022. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Money Concepts Capital held 2,913 shares of Fidelity MSCI Health Care Index ETF worth $225K as of Q2 2026.
Money Concepts Capital bought 4 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $287.
Fidelity MSCI Health Care Index ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #584 holding.
Money Concepts Capital first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 4 quarters since.
Money Concepts Capital's Fidelity MSCI Health Care Index ETF position peaked at $249K in Q4 2022.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.