Rialto Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Rialto Wealth Management’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	$37.3K	Hold	483	–	–	0.01%	352
2026 Q1	$34K	Sell	483 -339	-41%	-$25K	0.01%	321
2025 Q4	$61.1K	Hold	822	–	–	0.01%	267
2025 Q3	$55K	Sell	822 -109	-12%	-$7.04K	0.01%	260
2025 Q2	$59.5K	Sell	931 -2,111	-69%	-$134K	0.02%	255
2025 Q1	$208K	Sell	3,042 -700	-19%	-$48.1K	0.07%	148
2024 Q4	$245K	Buy	+3,742	New	+$260K	0.08%	137

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 22.96% 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

Rialto Wealth Management's FHLC Position: Q2 2026 in Review

Rialto Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 483 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #352.

Rialto Wealth Management first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2024. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Rialto Wealth Management held 483 shares of Fidelity MSCI Health Care Index ETF worth $37.3K as of Q2 2026.
Rialto Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #352 holding.
Rialto Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $245K in Q4 2024.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.