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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's FHLC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 15% in Q2 2026, buying an estimated $199K and bringing the position to 21,068 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Wealth Enhancement Advisory Services first reported a position in FHLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.3M in Q3 2024. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Wealth Enhancement Advisory Services held 21,068 shares of Fidelity MSCI Health Care Index ETF worth $1.65M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,767 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $199K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1709 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $2.3M in Q3 2024.
383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.