RIA
FHLC icon

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

Regal Investment 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
Q2 		$321K Hold
4,150
– – 0.02% 544
2026
Q1 		$292K Hold
4,150
– – 0.02% 534
2025
Q4 		$308K Hold
4,150
– – 0.02% 509
2025
Q3 		$278K Hold
4,150
– – 0.02% 477
2025
Q2 		$265K Hold
4,150
– – 0.02% 449
2025
Q1 		$284K Hold
4,150
– – 0.02% 413
2024
Q4 		$271K Sell
4,150
-463
-10% -$32.2K 0.02% 426
2024
Q3 		$336K Sell
4,613
-2,852
-38% -$204K 0.02% 425
2024
Q2 		$512K Buy
7,465
+10
+0.1% +$676 0.03% 354
2024
Q1 		$520K Buy
7,455
+112
+2% +$7.59K 0.04% 355
2023
Q4 		$475K Buy
7,343
+12
+0.2% +$733 0.04% 335
2023
Q3 		$444K Buy
7,331
+6
+0.1% +$377 0.04% 306
2023
Q2 		$462K Buy
7,325
+11
+0.2% +$690 0.04% 309
2023
Q1 		$450K Buy
7,314
+13
+0.2% +$807 0.04% 301
2022
Q4 		$467K Buy
7,301
+551
+8% +$34.5K 0.05% 287
2022
Q3 		$389K Buy
6,750
+202
+3% +$12.4K 0.04% 310
2022
Q2 		$397K Buy
6,548
+11
+0.2% +$683 0.04% 320
2022
Q1 		$429K Buy
6,537
+10
+0.2% +$637 0.04% 339
2021
Q4 		$448K Buy
6,527
+11
+0.2% +$723 0.04% 350
2021
Q3 		$416K Buy
6,516
+9
+0.1% +$595 0.04% 356
2021
Q2 		$415K Buy
+6,507
New +$401K 0.04% 356
2021
Q1 		– Sell
-7,302
Closed -$422K – 159
2020
Q4 		$422K Buy
+7,302
New +$403K 0.05% 309
2020
Q3 		– Sell
-8,374
Closed -$417K – 68
2020
Q2 		$417K Buy
+8,374
New +$406K 0.08% 198
2020
Q1 		– Sell
-5,525
Closed -$275K – 112
2019
Q4 		$275K Hold
5,525
– – 0.05% 272
2019
Q3 		$240K Buy
5,525
+400
+8% +$17.7K 0.05% 277
2019
Q2 		$231K Buy
+5,125
New +$223K 0.05% 284
2015
Q4 		– Sell
-277
Closed -$8K – 476
2015
Q3 		$8K Hold
277
– – ﹤0.01% 737
2015
Q2 		$10K Buy
+277
New +$9.95K ﹤0.01% 654

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

Regal Investment Advisors's FHLC Position: Q2 2026 in Review

Regal Investment Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 4,150 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #544.

Regal Investment Advisors first reported a position in FHLC in Q2 2015 and has held it in 28 quarters since. The position peaked at $520K in Q1 2024. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Regal Investment Advisors held 4,150 shares of Fidelity MSCI Health Care Index ETF worth $321K as of Q2 2026.
  • Regal Investment Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #544 holding.
  • Regal Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2015 and has held it in 28 quarters since.
  • Regal Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $520K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.