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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$68.19 -0.03 (-0.04%)
Closing price 10/13/2025 04:10 PM Eastern
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$68.18 -0.01 (-0.01%)
As of 04:00 AM Eastern
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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)
210
Total
Institutional Inflows
(last 12 months)
$331.30M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$397.61M
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FHLC Institutional Buying and Selling by Quarter

Fidelity MSCI Health Care Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Fifth Third Securities Inc.25,068$1.68M0.1%+2.9%0.066%
10/7/2025 Lynch & Associates IN34,649$2.32M0.4%+2.8%0.093%
10/7/2025 Traphagen Investment Advisors LLC5,469$366K0.0%-32.2%0.015%
10/7/2025 Nova Wealth Management Inc.1,927$129K0.1%-21.1%0.005%
10/6/2025 AssuredPartners Investment Advisors LLC3,035$203K0.0%N/A0.008%
10/2/2025 Investors Research Corp205,435$13.74M2.5%+5.4%0.546%
10/1/2025 Roxbury Financial LLC24,499$1.64M1.5%-9.0%0.065%
9/26/2025Corient Private Wealth LLC3,376$216K0.0%-17.4%0.009%
9/4/2025Osaic Holdings Inc.207,447$13.29M0.0%-5.4%0.552%
8/29/2025Evolution Wealth Management Inc.1,213$78K0.1%N/A0.003%
8/29/2025Centaurus Financial Inc.2,024$129K0.0%+21.0%0.005%
8/27/2025Orion Porfolio Solutions LLC20,999$1.34M0.0%+1.2%0.056%
8/26/2025Thrivent Financial for Lutherans4,375$280K0.0%-49.6%0.012%
8/26/2025Claris Financial LLC7,609$487K0.4%-11.6%0.020%
8/21/2025Pathway Financial Advisers LLC11,764$752K0.2%-2.0%0.031%
8/19/2025Advisory Services Network LLC13,306$827K0.0%+8.3%0.035%
8/15/2025Corient Private Wealth LLC3,376$216K0.0%-17.4%0.009%
8/15/2025Equitable Holdings Inc.47,324$3.03M0.0%-1.9%0.126%
8/15/2025Captrust Financial Advisors3,943$252K0.0%N/A0.010%
8/15/2025Snowden Capital Advisors LLC36,568$2.34M0.1%-11.1%0.097%
8/15/2025Orion Porfolio Solutions LLC17,028$1.09M0.0%-17.9%0.045%
8/15/2025MML Investors Services LLC16,416$1.05M0.0%-13.0%0.044%
8/15/2025Modern Wealth Management LLC134,650$8.61M0.2%+372.0%0.358%
8/15/2025EP Wealth Advisors LLC3,555$227K0.0%+25.2%0.009%
8/15/2025Bank of America Corp DE98,275$6.29M0.0%-49.2%0.261%
8/15/2025Ameriprise Financial Inc.45,836$2.93M0.0%+3.2%0.122%
8/14/2025Jane Street Group LLC4,570$292K0.0%-85.7%0.012%
8/14/2025Raymond James Financial Inc.291,535$18.64M0.0%+3.9%0.775%
8/14/2025Quantinno Capital Management LP5,641$361K0.0%N/A0.015%
8/14/2025NewEdge Advisors LLC102,371$6.55M0.0%+7.0%0.272%
8/14/2025Qube Research & Technologies Ltd3,438$220K0.0%-38.0%0.009%
8/14/2025Sentinus LLC5,441$348K0.1%-7.0%0.014%
8/14/2025SVB Wealth LLC4,797$307K0.0%N/A0.013%
8/13/2025StoneX Group Inc.5,988$383K0.0%-45.2%0.016%
8/13/2025Flow Traders U.S. LLC3,734$239K0.0%N/A0.010%
8/13/2025Baird Financial Group Inc.4,991$319K0.0%N/A0.013%
8/13/2025CW Advisors LLC20,777$1.33M0.0%+58.7%0.055%
8/13/2025River Wealth Advisors LLC4,617$295K0.0%-3.8%0.012%
8/13/2025Fisher Asset Management LLC10,235$655K0.0%+5.2%0.027%
8/13/2025Lido Advisors LLC1,895,162$121.20M0.5%+3.7%5.040%
8/13/2025Northwestern Mutual Wealth Management Co.131,076$8.38M0.0%-41.5%0.349%
8/12/2025J.W. Cole Advisors Inc.27,878$1.78M0.0%+155.2%0.074%
8/12/2025Armor Investment Advisors LLC85,160$5.45M2.1%-0.4%0.226%
8/12/2025Steward Partners Investment Advisory LLC75,591$4.83M0.0%+6.6%0.201%
8/12/2025Eley Financial Management Inc9,946$636K0.2%-84.7%0.026%
8/12/2025Centric Wealth Management15,307$951K0.2%N/A0.041%
8/12/2025Charles Schwab Investment Management Inc.1,773,868$113.44M0.0%+5.8%4.718%
8/12/2025MAI Capital Management38,702$2.48M0.0%-3.5%0.103%
8/12/2025JPMorgan Chase & Co.89,429$5.72M0.0%-23.2%0.238%
8/12/2025PKS Advisory Services LLC4,989$319K0.1%-7.3%0.013%
8/11/2025WBI Investments LLC30,089$1.92M0.5%-9.8%0.080%
8/11/2025Bell Investment Advisors Inc400$26K0.0%N/A0.001%
8/8/2025Cetera Investment Advisers170,524$10.91M0.0%-8.6%0.451%
8/8/2025Creative Planning47,493$3.04M0.0%-50.0%0.126%
8/8/2025Meridian Wealth Management LLC14,182$907K0.0%+11.3%0.038%
8/8/2025Independence Financial Advisors LLC20,684$1.32M0.5%-85.3%0.055%
8/8/2025Prospect Financial Services LLC20,654$1.32M0.8%-35.2%0.055%
8/7/2025Montag A & Associates Inc.11,292$722K0.0%-4.1%0.030%
8/7/2025Birchcreek Wealth Management LLC19,051$1.22M0.7%+26.3%0.050%
8/6/2025RWA Wealth Partners LLC190,273$12.17M0.2%-20.3%0.503%
8/6/2025AGF Management Ltd.756,389$48.37M0.2%+28.5%2.001%
8/6/2025AE Wealth Management LLC149,717$9.58M0.1%+11.5%0.396%
8/6/2025Rialto Wealth Management LLC931$60K0.0%-69.4%0.002%
8/6/2025Maltin Wealth Management Inc.56,256$3.60M1.6%+3.9%0.149%
8/6/2025Mcrae Capital Management Inc.6,954$445K0.1%N/A0.018%
8/6/2025Aspetuck Financial Management LLC26,434$1.69M1.3%+3.5%0.070%
8/6/2025Soltis Investment Advisors LLC4,407$282K0.0%-4.5%0.012%
8/6/2025Golden State Wealth Management LLC682$44K0.0%N/A0.002%
8/5/2025Beckerman Institutional LLC32,844$2.10M1.4%+0.8%0.087%
8/5/2025Astra Wealth Partners LLC4,359$279K0.2%N/A0.012%
8/5/2025Sigma Planning Corp78,617$5.03M0.2%-4.8%0.208%
8/5/2025Mission Wealth Management LP28,708$1.84M0.0%+241.6%0.076%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,109$263K0.0%+13.2%0.011%
8/5/2025Lifeworks Advisors LLC143,971$9.21M1.4%-15.2%0.381%
8/4/2025Mesirow Financial Investment Management Inc.3,133$200K0.0%-34.3%0.008%
8/4/2025Atria Investments Inc5,480$350K0.0%+6.0%0.014%
8/4/2025Spinnaker Trust86,059$5.50M0.3%+5.8%0.228%
8/4/2025Assetmark Inc.99,441$6.36M0.0%+190.2%0.263%
8/4/2025Spire Wealth Management10,345$662K0.0%-5.3%0.027%
8/4/2025Arkadios Wealth Advisors7,982$510K0.0%-4.1%0.021%
8/4/2025World Investment Advisors8,377$536K0.0%+6.6%0.022%
8/1/2025SYM FINANCIAL Corp468$30K0.0%N/A0.001%
8/1/2025Schmidt P J Investment Management Inc.6,463$413K0.1%+11.7%0.017%
8/1/2025Envestnet Asset Management Inc.114,849$7.35M0.0%-29.7%0.304%
7/31/2025Glass Jacobson Investment Advisors llc12,529$801K0.3%+3.8%0.033%
7/30/2025Freedom Investment Management Inc.25,127$1.61M0.1%-40.8%0.066%
7/30/2025Brookstone Capital Management3,616$231K0.0%+5.2%0.010%
7/30/2025Pacific Sun Financial Corp6,501$416K0.2%-5.8%0.017%
7/30/2025IMG Wealth Management Inc.413$26K0.0%N/A0.001%
7/30/2025VCI Wealth Management LLC24,829$1.59M0.6%+10.5%0.066%
7/30/2025Demars Financial Group LLC8,036$514K0.2%-98.6%0.021%
7/29/2025Calamos Wealth Management LLC4,486$287K0.0%-4.9%0.012%
7/29/2025Chicago Partners Investment Group LLC7,486$485K0.0%-4.6%0.020%
7/29/2025Swmg LLC3,348$215K0.1%N/A0.009%
7/29/2025Harbor Asset Planning Inc.523$33K0.0%N/A0.001%
7/28/2025Harbour Investments Inc.31,358$2.01M0.1%+1.7%0.083%
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%
(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, 345 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($121.20M), Charles Schwab Investment Management Inc. ($113.44M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($48.37M), LPL Financial LLC ($38.76M), Commonwealth Equity Services LLC ($37.67M), and Raymond James Financial Inc. ($18.64M).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 280 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: Demars Financial Group LLC ($557.88K), International Assets Investment Management LLC ($352.89K), AGF Management Ltd. ($319.85K), Raymond James Financial Inc. ($291.54K), Charles Schwab Investment Management Inc. ($287.13K), Envestnet Asset Management Inc. ($273.80K), and Lido Advisors LLC ($231.94K).

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

Institutional investors have bought a total of 4,977,006 shares in the last 24 months. This purchase volume represents approximately $331.30M in transactions.

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

Of the 151 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), Demars Financial Group LLC ($559.95K), Envestnet Asset Management Inc. ($271.12K), Thrivent Financial for Lutherans ($185.63K), Eagle Capital Management LLC ($164.64K), 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 5,766,428 shares in the last 24 months. This volume of shares sold represents approximately $397.61M in transactions.


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This page (NYSEARCA:FHLC) was last updated on 10/14/2025 by MarketBeat.com Staff
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