Southern Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Southern Capital 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	$706K	Buy	9,135 +33	+0.4%	+$2.37K	0.29%	36
2026 Q1	$640K	Buy	9,102 +77	+0.9%	+$5.68K	0.3%	39
2025 Q4	$670K	Buy	9,025 +32	+0.4%	+$2.3K	0.31%	41
2025 Q3	$601K	Buy	8,993 +35	+0.4%	+$2.26K	0.28%	43
2025 Q2	$573K	Buy	8,958 +36	+0.4%	+$2.29K	0.29%	43
2025 Q1	$610K	Buy	8,922 +167	+2%	+$11.5K	0.34%	37
2024 Q4	$572K	Buy	8,755 +34	+0.4%	+$2.36K	0.32%	39
2024 Q3	$635K	Buy	8,721 +30	+0.3%	+$2.15K	0.36%	36
2024 Q2	$596K	Buy	8,691 +30	+0.3%	+$2.03K	0.37%	37
2024 Q1	$604K	Sell	8,661 -167	-2%	-$11.3K	0.37%	35
2023 Q4	$571K	Sell	8,828 -46,357	-84%	-$2.83M	0.41%	33
2023 Q3	$3.34M	Buy	55,185 +907	+2%	+$57K	2.78%	9
2023 Q2	$3.43M	Buy	54,278 +27,229	+101%	+$1.71M	2.62%	10
2023 Q1	$1.66M	Buy	27,049 +6,026	+29%	+$374K	1.23%	20
2022 Q4	$1.35M	Buy	21,023 +13,774	+190%	+$861K	1.04%	25
2022 Q3	$418K	Buy	7,249 +23	+0.3%	+$1.41K	0.34%	39
2022 Q2	$438K	Sell	7,226 -3,956	-35%	-$246K	0.35%	39
2022 Q1	$734K	Sell	11,182 -12,602	-53%	-$802K	0.5%	30
2021 Q4	$1.63M	Buy	+23,784	New	+$1.56M	1.01%	25

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

Southern Capital Advisors's FHLC Position: Q2 2026 in Review

Southern Capital Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.36% in Q2 2026, buying an estimated $2.37K and bringing the position to 9,135 shares worth $706K. The position accounts for 0.29% of the portfolio, ranked #36.

Southern Capital Advisors first reported a position in FHLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q2 2023. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Southern Capital Advisors held 9,135 shares of Fidelity MSCI Health Care Index ETF worth $706K as of Q2 2026.
Southern Capital Advisors bought 33 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $2.37K.
Fidelity MSCI Health Care Index ETF made up 0.29% of Southern Capital Advisors's portfolio in Q2 2026, its #36 holding.
Southern Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 19 quarters since.
Southern Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.43M in Q2 2023.
383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.