SFCL
FHLC icon

Strengthening Families & Communities LLC’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Strengthening Families & Communities LLC’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
Q1 		$11M Buy
+156,622
New +$11.6M 2.75% 4
2025
Q4 		– Sell
-163,676
Closed -$11M – 496
2025
Q3 		$11M Buy
163,676
+154,902
+1,765% +$10M 2.44% 6
2025
Q2 		$599K Buy
8,774
+2,844
+48% +$181K 0.33% 50
2025
Q1 		$407K Sell
5,930
-1,919
-24% -$132K 0.25% 54
2024
Q4 		$513K Sell
7,849
-150,075
-95% -$10.4M 0.29% 52
2024
Q3 		$11.5M Buy
157,924
+6,123
+4% +$438K 2.95% 2
2024
Q2 		$10.4M Buy
+151,801
New +$10.3M 2.99% 2
2023
Q4 		– Sell
-132,156
Closed -$8.01M – 262
2023
Q3 		$8.01M Buy
132,156
+1,652
+1% +$104K 3.46% 2
2023
Q2 		$8.24M Buy
130,504
+55,440
+74% +$3.48M 3.59% 2
2023
Q1 		$105K Sell
75,064
-1,857
-2% -$115K 2.14% 6
2022
Q4 		$4.92M Buy
76,921
+3,167
+4% +$198K 2.94% 6
2022
Q3 		$4.25M Buy
73,754
+6,386
+9% +$393K 2.22% 7
2022
Q2 		$4.42M Buy
67,368
+641
+1% +$39.8K 2.68% 7
2022
Q1 		$4.38M Buy
66,727
+5,902
+10% +$376K 2.71% 7
2021
Q4 		$4.18K Buy
+60,825
New +$4M 0.97% 17

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return