SXL
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Summit X LLC’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Summit X 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
2025
Q2 		– Sell
-4,392
Closed -$300K – 258
2025
Q1 		$300K Buy
+4,392
New +$302K 0.06% 169
2023
Q4 		– Sell
-4,627
Closed -$280K – 194
2023
Q3 		$280K Sell
4,627
-88
-2% -$5.53K 0.09% 139
2023
Q2 		$298K Sell
4,715
-80
-2% -$5.02K 0.07% 216
2023
Q1 		$295K Buy
+4,795
New +$298K 0.08% 213
2022
Q1 		– Sell
-3,942
Closed -$271K – 261
2021
Q4 		$271K Sell
3,942
-78
-2% -$5.13K 0.06% 231
2021
Q3 		$257K Buy
4,020
+72
+2% +$4.76K 0.06% 231
2021
Q2 		$252K Sell
3,948
-48
-1% -$2.96K 0.06% 230
2021
Q1 		$237K Sell
3,996
-570
-12% -$33.7K 0.07% 233
2020
Q4 		$266K Buy
+4,566
New +$252K 0.08% 216
2020
Q1 		– Sell
-17,657
Closed -$881K – 221
2019
Q4 		$881K Sell
17,657
-724
-4% -$33.6K 0.33% 81
2019
Q3 		$800K Buy
18,381
+659
+4% +$29.2K 0.32% 84
2019
Q2 		$792K Buy
17,722
+920
+5% +$40.1K 0.32% 83
2019
Q1 		$744K Buy
+16,802
New +$733K 0.32% 86

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Summit X LLC's FHLC Position: Q2 2025 in Review

Summit X LLC sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 4,392 shares — an estimated $300K sold.

Summit X LLC first reported a position in FHLC in Q1 2019 and held it in 13 quarters. The position peaked at $881K in Q4 2019. 336 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Summit X LLC reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
  • Summit X LLC sold 4,392 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $300K.
  • Summit X LLC first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and held it in 13 quarters.
  • Summit X LLC's Fidelity MSCI Health Care Index ETF position peaked at $881K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Summit X LLC's 13F filing for Q2 2025, filed 7 Aug 2025.