Raymond James Financial
FHLC icon

Raymond James Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Raymond James Financial’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 		$21.9M Buy
283,047
+16,312
+6% +$1.17M 0.01% 1496
2026
Q1 		$18.8M Buy
266,735
+9,699
+4% +$716K 0.01% 1515
2025
Q4 		$19.1M Sell
257,036
-19,866
-7% -$1.43M 0.01% 1477
2025
Q3 		$18.5M Sell
276,902
-14,633
-5% -$945K 0.01% 1465
2025
Q2 		$18.6M Buy
291,535
+10,994
+4% +$700K 0.01% 1422
2025
Q1 		$19.2M Buy
280,541
+83,085
+42% +$5.7M 0.01% 1347
2024
Q4 		$12.9M Buy
+197,456
New +$13.7M ﹤0.01% 1644

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's FHLC Position: Q2 2026 in Review

Raymond James Financial increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 6.1% in Q2 2026, buying an estimated $1.17M and bringing the position to 283,047 shares worth $21.9M. The position accounts for 0.01% of the portfolio, ranked #1496.

Raymond James Financial first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Raymond James Financial held 283,047 shares of Fidelity MSCI Health Care Index ETF worth $21.9M as of Q2 2026.
  • Raymond James Financial bought 16,312 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.17M.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1496 holding.
  • Raymond James Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.