Root Financial Partners
FHLC icon

Root Financial Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Root Financial Partners’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
Q3 		$11.7K Buy
+143
New +$11.6K ﹤0.01% 1839
2026
Q2 		– Sell
-593
Closed -$41.7K – 1365
2026
Q1 		$41.7K Sell
593
-4
-0.7% -$295 ﹤0.01% 959
2025
Q4 		$44.3K Buy
597
+97
+19% +$6.98K ﹤0.01% 765
2025
Q3 		$33.4K Buy
+500
New +$32.3K ﹤0.01% 836

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's FHLC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2026: 143 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FHLC as recently as Q1 2026.

Root Financial Partners first reported a position in FHLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.3K in Q4 2025. 348 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Root Financial Partners held 143 shares of Fidelity MSCI Health Care Index ETF worth $11.7K as of Q3 2026.
  • Fidelity MSCI Health Care Index ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1839 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Fidelity MSCI Health Care Index ETF position peaked at $44.3K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.