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Sunbelt Securities’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sunbelt Securities’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 		$1.01M Sell
14,413
-554
-4% -$40.9K 0.06% 258
2025
Q4 		$1.11M Sell
14,967
-4,449
-23% -$320K 0.07% 218
2025
Q3 		$1.3M Buy
19,416
+3,204
+20% +$207K 0.09% 194
2025
Q2 		$1.06M Buy
16,212
+33
+0.2% +$2.1K 0.09% 197
2025
Q1 		$1.11M Sell
16,179
-33
-0.2% -$2.27K 0.1% 177
2024
Q4 		$1.06M Sell
16,212
-1,104
-6% -$76.7K 0.09% 197
2024
Q3 		$1.26M Buy
17,316
+1,119
+7% +$80.1K 0.12% 172
2024
Q2 		$1.11M Sell
16,197
-3,540
-18% -$239K 0.11% 177
2024
Q1 		$1.38M Sell
19,737
-2,116
-10% -$143K 0.15% 136
2023
Q4 		$1.41M Buy
21,853
+240
+1% +$14.7K 0.18% 129
2023
Q3 		$1.31M Buy
21,613
+5,037
+30% +$316K 0.18% 128
2023
Q2 		$1.05M Buy
16,576
+492
+3% +$30.9K 0.15% 149
2023
Q1 		$977K Buy
16,084
+767
+5% +$47.6K 0.16% 143
2022
Q4 		$980K Buy
15,317
+32
+0.2% +$2K 0.19% 136
2022
Q3 		$881K Buy
15,285
+637
+4% +$39.2K 0.19% 141
2022
Q2 		$889K Buy
14,648
+2,075
+17% +$129K 0.19% 132
2022
Q1 		$833K Sell
12,573
-702
-5% -$44.7K 0.15% 173
2021
Q4 		$850K Sell
13,275
-801
-6% -$52.7K 0.14% 177
2021
Q3 		$905K Hold
14,076
– – 0.16% 148
2021
Q2 		$905K Buy
14,076
+35
+0.2% +$2.16K 0.16% 148
2021
Q1 		$828K Buy
14,041
+917
+7% +$54.2K 0.16% 159
2020
Q4 		$758K Sell
13,124
-351
-3% -$19.4K 0.16% 162
2020
Q3 		$326K Sell
13,475
-641
-5% -$33.5K 0.09% 247
2020
Q2 		$703K Buy
14,116
+212
+2% +$10.3K 0.24% 113
2020
Q1 		$598K Sell
13,904
-350
-2% -$16.6K 0.03% 203
2019
Q4 		$709K Sell
14,254
-33
-0.2% -$1.53K 0.07% 250
2019
Q3 		$620K Buy
14,287
+288
+2% +$12.8K 0.07% 256
2019
Q2 		$630K Buy
13,999
+566
+4% +$24.7K 0.27% 108
2019
Q1 		$598K Buy
13,433
+1,663
+14% +$72.5K 0.3% 92
2018
Q4 		$486K Buy
11,770
+39
+0.3% +$1.71K 0.28% 95
2018
Q3 		$549K Buy
11,731
+240
+2% +$10.7K 0.29% 95
2018
Q2 		$475K Sell
11,491
-5,785
-33% -$236K 0.28% 99
2018
Q1 		$688K Buy
17,276
+5,169
+43% +$214K 0.63% 42
2017
Q4 		$484K Buy
12,107
+2,297
+23% +$91.5K 0.47% 65
2017
Q3 		$388K Buy
9,810
+2,531
+35% +$98K 0.41% 79
2017
Q2 		$279K Buy
+7,279
New +$267K 0.52% 58

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sunbelt Securities's FHLC Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.7% in Q1 2026, selling an estimated $40.9K and leaving 14,413 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #258.

Sunbelt Securities first reported a position in FHLC in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.41M in Q4 2023. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Sunbelt Securities held 14,413 shares of Fidelity MSCI Health Care Index ETF worth $1.01M as of Q1 2026.
  • Sunbelt Securities sold 554 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $40.9K.
  • Fidelity MSCI Health Care Index ETF made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #258 holding.
  • Sunbelt Securities first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2017 and has held it in 36 quarters since.
  • Sunbelt Securities's Fidelity MSCI Health Care Index ETF position peaked at $1.41M in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.