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Principal Securities’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Principal Securities’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 		$3.43M Buy
44,399
+3,991
+10% +$287K 0.04% 374
2026
Q1 		$2.84M Buy
40,408
+3,506
+10% +$259K 0.04% 379
2025
Q4 		$2.74M Buy
36,902
+20,444
+124% +$1.47M 0.04% 373
2025
Q3 		$1.1M Sell
16,458
-14,266
-46% -$922K 0.02% 638
2025
Q2 		$1.96M Buy
30,724
+10,069
+49% +$641K 0.04% 417
2025
Q1 		$1.35M Buy
20,655
+55
+0.3% +$3.78K 0.03% 459
2024
Q4 		$1.35M Sell
20,600
-617
-3% -$42.9K 0.03% 458
2024
Q3 		$1.54M Sell
21,217
-3,694
-15% -$264K 0.04% 421
2024
Q2 		$1.71M Buy
24,911
+4,055
+19% +$274K 0.05% 337
2024
Q1 		$1.46M Buy
20,856
+1,745
+9% +$118K 0.05% 351
2023
Q4 		$1.24M Buy
+19,111
New +$1.17M 0.05% 353

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

Principal Securities's FHLC Position: Q2 2026 in Review

Principal Securities increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 9.9% in Q2 2026, buying an estimated $287K and bringing the position to 44,399 shares worth $3.43M. The position accounts for 0.04% of the portfolio, ranked #374.

Principal Securities first reported a position in FHLC in Q4 2023 and has held it in 11 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Principal Securities held 44,399 shares of Fidelity MSCI Health Care Index ETF worth $3.43M as of Q2 2026.
  • Principal Securities bought 3,991 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $287K.
  • Fidelity MSCI Health Care Index ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #374 holding.
  • Principal Securities first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.