Wealth Enhancement Advisory Services
FHLC icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.75M Buy
21,549
+481
+2% +$38.9K ﹤0.01% 1760
2026
Q2 		$1.65M Buy
21,068
+2,767
+15% +$199K ﹤0.01% 1709
2026
Q1 		$1.29M Sell
18,301
-9,496
-34% -$701K ﹤0.01% 1650
2025
Q4 		$2.11M Buy
27,797
+1,452
+6% +$105K ﹤0.01% 1481
2025
Q3 		$1.82M Buy
26,345
+197
+0.8% +$12.7K ﹤0.01% 1496
2025
Q2 		$1.68M Sell
26,148
-3,073
-11% -$196K ﹤0.01% 1448
2025
Q1 		$2M Sell
29,221
-4,168
-12% -$286K ﹤0.01% 1244
2024
Q4 		$2.18M Buy
33,389
+1,864
+6% +$130K ﹤0.01% 1136
2024
Q3 		$2.3M Sell
31,525
-1,846
-6% -$132K ﹤0.01% 991
2024
Q2 		$2.29M Buy
33,371
+6,397
+24% +$432K 0.01% 936
2024
Q1 		$1.88M Buy
26,974
+1,625
+6% +$110K ﹤0.01% 968
2023
Q4 		$1.64M Buy
25,349
+7,328
+41% +$448K ﹤0.01% 967
2023
Q3 		$1.09M Buy
+18,021
New +$1.13M ﹤0.01% 1062

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's FHLC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.3% in Q3 2026, buying an estimated $38.9K and bringing the position to 21,549 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Wealth Enhancement Advisory Services first reported a position in FHLC in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.3M in Q3 2024. 257 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,549 shares of Fidelity MSCI Health Care Index ETF worth $1.75M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 481 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $38.9K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1760 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $2.3M in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.