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SWMG LLC’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SWMG 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
Q2 		$463K Buy
6,003
+2,075
+53% +$149K 0.11% 65
2026
Q1 		$276K Buy
3,928
+45
+1% +$3.32K 0.08% 97
2025
Q4 		$292K Sell
3,883
-18
-0.5% -$1.3K 0.08% 95
2025
Q3 		$274K Buy
3,901
+553
+17% +$35.7K 0.08% 94
2025
Q2 		$215K Buy
+3,348
New +$213K 0.07% 117

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWMG LLC's FHLC Position: Q2 2026 in Review

SWMG LLC increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 53% in Q2 2026, buying an estimated $149K and bringing the position to 6,003 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #65.

SWMG LLC first reported a position in FHLC in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • SWMG LLC held 6,003 shares of Fidelity MSCI Health Care Index ETF worth $463K as of Q2 2026.
  • SWMG LLC bought 2,075 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $149K.
  • Fidelity MSCI Health Care Index ETF made up 0.11% of SWMG LLC's portfolio in Q2 2026, its #65 holding.
  • SWMG LLC first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.