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FHLC icon

NewEdge Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

NewEdge Advisors’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 		$6.24M Sell
88,717
-11,457
-11% -$845K 0.02% 609
2025
Q4 		$7.44M Sell
100,174
-4,640
-4% -$334K 0.03% 522
2025
Q3 		$7.01M Buy
104,814
+2,443
+2% +$158K 0.03% 507
2025
Q2 		$6.55M Buy
102,371
+6,726
+7% +$428K 0.03% 485
2025
Q1 		$6.53M Sell
95,645
-16,973
-15% -$1.17M 0.04% 429
2024
Q4 		$7.36M Sell
112,618
-6,982
-6% -$485K 0.04% 387
2024
Q3 		$8.71M Sell
119,600
-288
-0.2% -$20.6K 0.06% 329
2024
Q2 		$8.22M Sell
119,888
-12,014
-9% -$812K 0.06% 314
2024
Q1 		$9.2M Sell
131,902
-5,395
-4% -$365K 0.08% 245
2023
Q4 		$8.88M Buy
137,297
+6,257
+5% +$382K 0.08% 225
2023
Q3 		$7.94M Buy
131,040
+44,540
+51% +$2.8M 0.09% 228
2023
Q2 		$5.46M Buy
86,500
+34,344
+66% +$2.15M 0.06% 301
2023
Q1 		$3.28M Sell
52,156
-24,911
-32% -$1.55M 0.04% 392
2022
Q4 		$4.93M Buy
77,067
+12,734
+20% +$796K 0.13% 168
2022
Q3 		$3.71M Buy
64,333
+11,348
+21% +$698K 0.06% 288
2022
Q2 		$3.21M Buy
52,985
+14,738
+39% +$915K 0.05% 326
2022
Q1 		$2.51M Buy
38,247
+548
+1% +$34.9K 0.04% 373
2021
Q4 		$2.59M Buy
+37,699
New +$2.48M 0.04% 378

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 $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NewEdge Advisors's FHLC Position: Q1 2026 in Review

NewEdge Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 11% in Q1 2026, selling an estimated $845K and leaving 88,717 shares worth $6.24M. The position accounts for 0.02% of the portfolio, ranked #609.

NewEdge Advisors first reported a position in FHLC in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.2M in Q1 2024. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • NewEdge Advisors held 88,717 shares of Fidelity MSCI Health Care Index ETF worth $6.24M as of Q1 2026.
  • NewEdge Advisors sold 11,457 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $845K.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #609 holding.
  • NewEdge Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Fidelity MSCI Health Care Index ETF position peaked at $9.2M in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.