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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

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$64.81 +0.37 (+0.57%)
Closing price 04:10 PM Eastern
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$64.76 -0.05 (-0.07%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC)

Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$307.10M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$349.62M
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FHLC Institutional Buying and Selling by Quarter

Fidelity MSCI Health Care Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.26,020$1.67M0.0%-65.4%0.069%
7/25/2025Envestnet Portfolio Solutions Inc.9,662$618K0.0%-30.5%0.026%
7/25/2025Ellis Investment Partners LLC4,481$287K0.1%-14.2%0.012%
7/25/2025CWM LLC5,250$336K0.0%-40.8%0.014%
7/25/2025Apollon Wealth Management LLC170,376$10.90M0.2%+9.5%0.451%
7/24/2025 Comprehensive Money Management Services LLC8,822$564K0.4%-5.0%0.023%
7/24/2025 Strengthening Families & Communities LLC8,774$599K0.3%+48.0%0.023%
7/24/2025 Wealthstar Advisors LLC10,896$697K0.3%+4.5%0.029%
7/24/2025 Coordinated Financial Services Inc.4,495$287K0.2%N/A0.012%
7/24/2025 IFP Advisors Inc2,864$183K0.0%-20.8%0.008%
7/24/2025 Court Place Advisors LLC10,155$649K0.2%-4.2%0.027%
7/24/2025 Blair William & Co. IL1,883$120K0.0%+17.2%0.005%
7/23/2025 Valmark Advisers Inc.49,361$3.16M0.0%+1.9%0.130%
7/23/2025 LifeSteps Financial Inc.7,536$482K0.3%-2.6%0.020%
7/23/2025 Traphagen Investment Advisors LLC8,066$516K0.0%-35.5%0.021%
7/23/2025 Heck Capital Advisors LLC45,514$2.91M0.3%+1.4%0.120%
7/22/2025 Mascoma Wealth Management LLC6,970$446K0.1%-22.8%0.018%
7/22/2025 Signature Wealth Management Partners LLC14,357$918K0.5%-8.7%0.038%
7/22/2025 Yoder Wealth Management Inc.80,327$5.14M2.7%+5.1%0.212%
7/21/2025 Ameritas Advisory Services LLC26,168$1.67M0.1%-8.3%0.069%
7/21/2025 Exchange Capital Management Inc.49,599$3.17M0.5%-2.9%0.131%
7/21/2025 Patriot Financial Group Insurance Agency LLC41,179$2.63M0.3%+0.6%0.109%
7/18/2025 Vicus Capital12,679$811K0.1%-28.8%0.033%
7/18/2025 Eagle Capital Management LLC5,600$358K0.2%-96.7%0.015%
7/18/2025 Truist Financial Corp33,574$2.15M0.0%-3.9%0.089%
7/17/2025 LexAurum Advisors LLC8,179$523K0.1%+8.1%0.022%
7/17/2025 Janney Montgomery Scott LLC14,056$899K0.0%-3.8%0.037%
7/17/2025 Smith Chas P & Associates PA Cpas7,259$464K0.0%-15.1%0.019%
7/17/2025 Fifth Third Securities Inc.24,363$1.56M0.1%+0.7%0.064%
7/17/2025 Smith Salley Wealth Management44,177$2.83M0.2%+0.7%0.117%
7/17/2025 Barry Investment Advisors LLC56,851$3.64M0.9%-1.7%0.150%
7/16/2025 Signature Resources Capital Management LLC642$41K0.0%N/A0.002%
7/16/2025 American National Bank & Trust10,410$666K0.1%-1.8%0.027%
7/16/2025 Fischer Financial Services Inc.167,265$10.70M3.1%+0.7%0.441%
7/16/2025 Dakota Wealth Management3,260$209K0.0%-58.8%0.009%
7/15/2025 Centerline Wealth Advisors LLC132,612$8.48M4.2%+4.3%0.350%
7/15/2025 Carr Financial Group Corp5,580$357K0.1%+9.1%0.015%
7/15/2025 Lynch & Associates IN33,706$2.16M0.4%+3.1%0.089%
7/15/2025 Buttonwood Financial Advisors Inc.189,730$12.13M4.9%+4.3%0.501%
7/15/2025 Financial Partners Group Inc71,816$4.59M0.6%+3.6%0.189%
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7/14/2025 Buska Wealth Management LLC15,412$986K0.3%-11.8%0.041%
7/14/2025 McGlone Suttner Wealth Management Inc.270,741$17.31M2.6%+4.4%0.714%
7/14/2025 Sweeney & Michel LLC3,488$224K0.1%N/A0.009%
7/14/2025 Abound Wealth Management675$43K0.0%+209.6%0.002%
7/14/2025 Sowell Financial Services LLC3,474$222K0.0%+10.0%0.009%
7/11/2025 CX Institutional29,559$1.89M0.1%+1,675.3%0.078%
7/11/2025 Weatherly Asset Management L. P.272,095$17.40M1.5%+5.0%0.715%
7/11/2025 LongView Wealth Management8,847$566K0.2%+52.6%0.023%
7/10/2025 Charter Oak Capital Management LLC16,949$1.08M0.1%+4.2%0.045%
7/10/2025 Wealth Enhancement Advisory Services LLC26,148$1.68M0.0%-10.5%0.069%
7/10/2025 Sovran Advisors LLC3,842$246K0.0%-23.8%0.010%
7/8/2025 Silverleafe Capital Partners LLC3,895$249K0.1%-25.9%0.010%
7/8/2025 Partnership Wealth Management LLC4,350$278K0.2%+4.9%0.011%
7/7/2025 Investors Research Corp194,871$12.46M2.4%+9.7%0.512%
7/7/2025 Roxbury Financial LLC26,919$1.72M1.7%+1.6%0.071%
7/7/2025 Nova Wealth Management Inc.2,441$156K0.1%+176.1%0.006%
7/2/2025 HBW Advisory Services LLC6,252$400K0.0%+9.9%0.016%
7/2/2025 Crumly & Associates Inc.10,087$645K0.2%+10.1%0.026%
7/2/2025 Marotta Asset Management116,482$7.45M1.5%+189.9%0.306%
6/27/2025Goldman Sachs Group Inc.110,807$7.57M0.0%+1,276.5%0.291%
6/2/2025Modern Wealth Management LLC28,526$1.95M0.1%+1.4%0.073%
5/27/2025Advisors Capital Management LLC6,286$429K0.0%+15.3%0.016%
5/22/2025WBI Investments LLC33,376$2.28M0.6%+694.7%0.086%
5/20/2025Focus Partners Wealth6,618$452K0.0%+3.1%0.017%
5/19/2025Jane Street Group LLC31,978$2.19M0.0%+747.8%0.082%
5/16/2025Goldman Sachs Group Inc.110,807$7.57M0.0%+1,276.5%0.285%
5/16/2025Jones Financial Companies Lllp17,047$1.17M0.0%+187.7%0.044%
5/16/2025Coordinated Financial Services Inc. CO3,908$267K0.2%N/A0.010%
5/16/2025NewEdge Advisors LLC95,645$6.53M0.0%-15.1%0.246%
5/16/2025Integrated Wealth Concepts LLC26,752$1.83M0.0%N/A0.069%
5/16/2025Aprio Wealth Management LLC84,065$5.74M0.7%+17.9%0.216%
5/15/2025EP Wealth Advisors LLC2,840$194K0.0%+10.0%0.007%
5/15/2025Royal Bank of Canada57,609$3.94M0.0%+66.8%0.148%
5/15/2025MAI Capital Management40,109$2.74M0.0%-1.2%0.103%
5/14/2025Per Stirling Capital Management LLC.4,469$305K0.0%-7.9%0.012%
5/14/2025Full Sail Capital LLC229,639$15.69M1.0%-7.9%0.591%
5/14/2025Freedom Investment Management Inc.42,477$2.90M0.2%-24.6%0.109%
5/14/2025Northwestern Mutual Wealth Management Co.224,217$15.32M0.0%+45.9%0.577%
5/14/2025Kestra Advisory Services LLC224,433$15.33M0.1%-6.9%0.578%
5/14/2025Compound Planning Inc.7,865$537K0.0%-12.2%0.020%
5/14/2025CW Advisors LLC13,095$895K0.0%+12.3%0.034%
5/14/2025RWA Wealth Partners LLC238,757$16.31M0.2%-6.7%0.615%
5/13/2025Brooklyn Investment Group378$26K0.0%N/A0.001%
5/13/2025Steward Partners Investment Advisory LLC70,879$4.84M0.0%+3.4%0.180%
5/13/2025Raymond James Financial Inc.280,541$19.17M0.0%+42.1%0.713%
5/13/2025Kovitz Investment Group Partners LLC99,781$6.82M0.0%+18.5%0.254%
5/13/2025 Heck Capital Advisors LLC44,882$3.07M0.3%+15.2%0.114%
5/13/2025 HRC Wealth Management LLC7,720$527K0.3%-12.1%0.020%
5/13/2025Stone House Investment Management LLC868$59K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC90,208$6.16M0.0%+229.0%0.229%
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5/12/2025AGF Management Ltd.588,433$40.20M0.2%-1.5%1.495%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,629$243K0.0%N/A0.009%
5/12/2025Meridian Wealth Management LLC12,740$870K0.0%+7.1%0.032%
5/12/2025 Strengthening Families & Communities LLC5,930$407K0.2%-24.4%0.015%
5/12/2025Atlas Capital Advisors Inc.35,949$2.46M0.3%-15.5%0.091%
5/12/2025Savvy Advisors Inc.6,312$431K0.0%+13.2%0.016%
5/12/2025WBH Advisory Inc.4,939$337K0.0%-8.8%0.013%
5/9/2025Altfest L J & Co. Inc.78,851$5.39M0.7%N/A0.200%
5/9/2025Chicago Partners Investment Group LLC7,851$500K0.0%+115.8%0.020%
5/9/2025Charles Schwab Investment Management Inc.1,676,903$114.57M0.0%+2.6%4.262%
(Data available from 1/1/2016 forward)

FHLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHLC shares?

During the previous two years, 335 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($119.18M), Charles Schwab Investment Management Inc. ($114.57M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($40.20M), LPL Financial LLC ($38.76M), Demars Financial Group LLC ($38.76M), and Commonwealth Equity Services LLC ($37.67M).Learn more on Fidelity MSCI Health Care Index ETF's institutional investors.

Which institutional investors have been buying Fidelity MSCI Health Care Index ETF's stock?

Of the 272 institutional investors that purchased Fidelity MSCI Health Care Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($1.11M), Demars Financial Group LLC ($557.88K), International Assets Investment Management LLC ($352.89K), Raymond James Financial Inc. ($280.54K), Envestnet Asset Management Inc. ($273.80K), Lido Advisors LLC ($251.83K), and LPL Financial LLC ($248.14K).

How much institutional buying is happening at Fidelity MSCI Health Care Index ETF?

Institutional investors have bought a total of 4,577,229 shares in the last 24 months. This purchase volume represents approximately $307.10M in transactions.

Which of Fidelity MSCI Health Care Index ETF's major shareholders have been selling company stock?

Of the 143 institutional investors that sold Fidelity MSCI Health Care Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($1.93M), Harbour Investments Inc. ($593.74K), Envestnet Asset Management Inc. ($275.74K), Thrivent Financial for Lutherans ($181.33K), Eagle Capital Management LLC ($164.64K), AE Wealth Management LLC ($154.46K), and Vicus Capital ($152.27K).

How much institutional selling is happening at Fidelity MSCI Health Care Index ETF?

Institutional investors have sold a total of 4,974,383 shares in the last 24 months. This volume of shares sold represents approximately $349.62M in transactions.



This page (NYSEARCA:FHLC) was last updated on 7/25/2025 by MarketBeat.com Staff
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