Sowell Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sowell Financial Services’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	$274K	Buy	+3,546	New	+$255K	0.01%	914
2025 Q3	–	Sell	-3,474	Closed	-$222K	–	1096
2025 Q2	$222K	Buy	3,474 +316	+10%	+$20.1K	0.01%	918
2025 Q1	$216K	Buy	+3,158	New	+$217K	0.01%	904
2021 Q2	–	Sell	-31,855	Closed	-$1.96M	–	1260
2021 Q1	$1.96M	Sell	31,855 -8,648	-21%	-$512K	0.07%	249
2020 Q4	$2.34M	Buy	40,503 +2,337	+6%	+$129K	0.1%	185
2020 Q3	$2.01M	Sell	38,166 -28,916	-43%	-$1.51M	0.1%	182
2020 Q2	$3.34M	Sell	67,082 -3,365	-5%	-$163K	0.18%	115
2020 Q1	$3.03M	Buy	70,447 +68,527	+3,569%	+$3.25M	0.22%	107
2019 Q4	$96K	Buy	1,920 +841	+78%	+$39.1K	0.01%	930
2019 Q3	$47K	Buy	+1,079	New	+$47.8K	﹤0.01%	1014

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

Sowell Financial Services's FHLC Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 3,546 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in FHLC as recently as Q2 2025.

Sowell Financial Services first reported a position in FHLC in Q3 2019 and has held it in 10 quarters since. The position peaked at $3.34M in Q2 2020. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Sowell Financial Services held 3,546 shares of Fidelity MSCI Health Care Index ETF worth $274K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Sowell Financial Services position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #914 holding.
Sowell Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and has held it in 10 quarters since.
Sowell Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $3.34M in Q2 2020.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.