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WBI Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

WBI Investments’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 		– Sell
-9,438
Closed -$701K – 327
2025
Q4 		$701K Sell
9,438
-64
-0.7% -$4.61K 0.18% 157
2025
Q3 		$635K Sell
9,502
-20,587
-68% -$1.33M 0.16% 160
2025
Q2 		$1.92M Sell
30,089
-3,287
-10% -$209K 0.5% 54
2025
Q1 		$2.28M Buy
33,376
+29,176
+695% +$2M 0.6% 50
2024
Q4 		$274K Sell
4,200
-1,390
-25% -$96.6K 0.07% 186
2024
Q3 		$407K Sell
5,590
-106
-2% -$7.59K 0.1% 193
2024
Q2 		$391K Sell
5,696
-534
-9% -$36.1K 0.09% 135
2024
Q1 		$435K Sell
6,230
-15,578
-71% -$1.06M 0.09% 150
2023
Q4 		$1.41M Sell
21,808
-24
-0.1% -$1.47K 0.28% 92
2023
Q3 		$1.32M Buy
21,832
+1,585
+8% +$99.6K 0.27% 104
2023
Q2 		$1.28M Buy
20,247
+1,552
+8% +$97.3K 0.23% 111
2023
Q1 		$1.15M Buy
18,695
+5,030
+37% +$312K 0.23% 107
2022
Q4 		$874K Buy
13,665
+170
+1% +$10.6K 0.19% 110
2022
Q3 		$772K Buy
13,495
+8,001
+146% +$492K 0.22% 68
2022
Q2 		$330K Buy
+5,494
New +$341K 0.07% 98

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 $32.7B 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 $377B 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 $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WBI Investments's FHLC Position: Q1 2026 in Review

WBI Investments sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 9,438 shares — an estimated $701K sold.

WBI Investments first reported a position in FHLC in Q2 2022 and held it in 15 quarters. The position peaked at $2.28M in Q1 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • WBI Investments reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 9,438 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $701K.
  • WBI Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2022 and held it in 15 quarters.
  • WBI Investments's Fidelity MSCI Health Care Index ETF position peaked at $2.28M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.