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BOLTON SECURITIES CORPORATION’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$61.3K Hold
750
– – ﹤0.01% 1284
2026
Q2 		$57.9K Sell
750
-100
-12% -$7.18K ﹤0.01% 1280
2026
Q1 		$59.8K Buy
+850
New +$62.7K ﹤0.01% 1182
2025
Q3 		$74.6K Buy
+1,116
New +$72.1K ﹤0.01% 1053
2025
Q1 		$64.9K Buy
+950
New +$65.2K ﹤0.01% 977

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

BOLTON SECURITIES CORPORATION's FHLC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 750 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

BOLTON SECURITIES CORPORATION first reported a position in FHLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $74.6K in Q3 2025. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 750 shares of Fidelity MSCI Health Care Index ETF worth $61.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1284 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Fidelity MSCI Health Care Index ETF position peaked at $74.6K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.