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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$83.55 +1.82 (+2.23%)
Closing price 04:10 PM Eastern
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$84.07 +0.52 (+0.62%)
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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)
186
Total
Institutional Inflows
(last 12 months)
$341.86M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$88.51M
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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
10/14/2026Signal Advisors Wealth LLC32,717$2.67M0.1%+225.3%0.078%
10/14/2026Maltin Wealth Management Inc.62,018$5.07M1.6%N/A0.147%
10/13/2026McGlone Suttner Wealth Management Inc.49,678$4.06M0.5%-7.4%0.118%
10/13/2026Avior Wealth Management LLC5,571$455K0.0%-4.6%0.013%
10/10/2026Atlas Brown Inc.19,368$1.58M0.4%-1.1%0.046%
10/8/2026Independence Financial Advisors LLC9,949$813K0.2%-11.6%0.024%
10/8/2026Farther Finance Advisors LLC10,729$877K0.0%-2.3%0.025%
10/8/2026CoreCap Advisors LLC1,311$107K0.0%N/A0.003%
10/8/2026Buska Wealth Management LLC3,584$293K0.1%N/A0.009%
10/7/2026Elm3 Financial Group LLC13,476$1.10M0.7%+31.2%0.032%
10/7/2026Investors Research Corp203,231$16.60M2.7%N/A0.483%
10/7/2026American National Bank & Trust17,824$1.46M0.1%+3.2%0.042%
10/7/2026Crumly & Associates Inc.12,781$1.04M0.2%N/A0.030%
10/5/2026Rosenberg Matthew Hamilton2,208$180K0.0%N/A0.005%
10/5/2026Tompkins Financial Corp330$27K0.0%N/A0.001%
10/5/2026Partnership Wealth Management LLC5,094$416K0.3%-4.9%0.012%
10/5/2026Rockland Trust Co.28,319$2.31M0.1%N/A0.067%
10/2/2026 Marotta Asset Management189,752$15.50M2.6%N/A0.451%
10/2/2026 CX Institutional28,588$2.34M0.1%N/A0.068%
10/1/2026 Stonebridge Financial Group LLC9,392$767K0.1%N/A0.022%
9/23/2026Envestnet Portfolio Solutions Inc.13,189$1.02M0.0%+60.5%0.031%
9/23/2026Envestnet Asset Management Inc.569,997$44.03M0.0%+70.7%1.354%
9/15/2026Cherry Tree Wealth Management LLC2,484$192K0.0%-53.3%0.006%
9/9/2026Integrated Wealth Concepts LLC34,692$2.68M0.0%+0.5%0.083%
9/9/2026RFG Advisory LLC10,040$776K0.0%-6.7%0.024%
9/9/2026NewEdge Advisors LLC100,270$7.75M0.0%+13.0%0.240%
9/9/2026Centerline Wealth Advisors LLC11,587$895K0.3%-9.8%0.028%
9/8/2026Allworth Financial LP2,112$163K0.0%-20.5%0.005%
9/8/2026Waverly Advisors LLC3,668$283K0.0%+2,520.0%0.009%
8/23/2026Ameritas Advisory Services LLC26,744$2.07M0.0%+25.5%0.064%
8/23/2026Kintra Wealth LLC3,066$251K0.0%-9.8%0.007%
8/23/2026HB Wealth Management LLC4,934$381K0.0%N/A0.012%
8/22/2026Elevation Wealth Management LLC6,643$513K0.4%+15.6%0.016%
7/10/2026Buska Wealth Management LLC4,314$333K0.1%-9.9%0.010%
7/10/2026Investors Research Corp216,139$16.70M3.0%-1.0%0.520%
7/10/2026Heck Capital Advisors LLC30,368$2.35M0.1%-1.6%0.073%
7/10/2026Partnership Wealth Management LLC5,355$414K0.3%+3.1%0.013%
7/10/2026HRC Wealth Management LLC6,776$523K0.2%-3.3%0.016%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,918$534K0.1%+97.1%0.017%
7/9/2026Barry Investment Advisors LLC55,280$4.27M0.9%-2.2%0.133%
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7/9/2026Atlas Brown Inc.19,589$1.51M0.4%-2.2%0.047%
7/9/2026World Equity Group Inc.4,497$348K0.1%N/A0.011%
7/9/2026Allied Private Wealth LLC1,593$126K0.1%N/A0.004%
7/9/2026Crumly & Associates Inc.11,467$886K0.2%+14.6%0.028%
7/8/2026Rockland Trust Co.29,377$2.27M0.1%-4.3%0.071%
7/7/2026Avior Wealth Management LLC5,840$451K0.0%-2.7%0.014%
7/2/2026 CX Institutional29,354$2.27M0.1%+8.0%0.071%
6/3/2026NewEdge Advisors LLC88,717$6.24M0.0%-11.4%0.219%
5/19/2026NewEdge Advisors LLC37,759$2.66M0.1%-62.3%0.093%
5/19/2026Bank of America Corp DE118,410$8.33M0.0%+1.0%0.292%
5/19/2026Centaurus Financial Inc.2,625$185K0.0%+43.8%0.006%
5/19/2026Arkadios Wealth Advisors8,214$578K0.0%-12.2%0.020%
5/18/2026Sunbelt Securities Inc.14,413$1.01M0.1%-3.7%0.036%
5/18/2026Royal Bank of Canada39,494$2.78M0.0%+20.7%0.097%
5/18/2026Eley Financial Management Inc65,127$4.37M1.5%+1,853.4%0.160%
5/16/2026KCM Investment Advisors LLC3,001$211K0.0%-6.1%0.007%
5/16/2026Glen Eagle Advisors LLC3,408$240K0.0%-5.1%0.008%
5/16/2026Quantinno Capital Management LP13,617$958K0.0%+47.2%0.034%
5/14/2026Compound Planning Inc.5,846$411K0.0%-2.6%0.014%
5/14/2026Modern Wealth Management LLC112,302$7.96M0.1%-0.2%0.277%
5/14/2026Lido Advisors LLC2,160,071$151.98M0.5%+6.3%5.320%
5/13/2026Cetera Investment Advisers215,250$15.15M0.0%+4.4%0.530%
5/8/2026Pacific Sun Financial Corp7,778$547K0.3%+19.1%0.019%
5/8/2026PNC Financial Services Group Inc.2,927$206K0.0%-8.3%0.007%
5/6/2026Modera Wealth Management LLC5,202$366K0.0%N/A0.013%
5/6/2026Assetmark Inc.109,036$7.67M0.0%+3.6%0.269%
5/6/2026Bessemer Group Inc.975$69K0.0%N/A0.002%
5/6/2026Independent Financial Group LLC8,392$590K0.0%N/A0.021%
5/5/2026Beaumont Financial Advisors LLC26,740$1.88M0.1%+8.3%0.066%
5/5/2026Bank of New York Mellon Corp41,539$2.92M0.0%+29.7%0.102%
5/5/2026Sigma Planning Corp51,545$3.63M0.1%-2.1%0.127%
5/4/2026Beckerman Institutional LLC34,357$2.42M1.3%+1.2%0.085%
5/4/2026Calamos Advisors LLC4,573$322K0.0%N/A0.011%
5/4/2026Retirement Planning Group LLC12,740$896K0.0%-2.1%0.031%
5/4/2026Lifeworks Advisors LLC93,396$6.57M0.8%-15.6%0.230%
5/2/2026Valmark Advisers Inc.52,819$3.72M0.0%+3.5%0.130%
5/1/2026Fifth Third Bancorp3,800$267K0.0%+1,390.2%0.009%
4/30/2026Elevated Capital Advisors LLC22,188$1.56M0.4%+736.3%0.055%
4/30/2026Kestra Advisory Services LLC287,946$20.26M0.1%+9.1%0.720%
4/30/2026Money Concepts Capital Corp2,909$205K0.0%N/A0.007%
4/30/2026KDK Private Wealth Management LLC26,071$1.83M1.7%-1.0%0.065%
4/29/2026Montag A & Associates Inc.4,522$318K0.0%-47.9%0.011%
4/29/2026Armor Investment Advisors LLC31,343$2.21M0.8%-3.2%0.078%
4/29/2026Integrated Advisors Network LLC10,651$749K0.0%-2.2%0.027%
4/29/2026Fischer Financial Services Inc.171,442$12.06M4.1%+0.2%0.429%
4/28/2026Meramec Financial Planners LLC395$28K0.0%+65.3%0.001%
4/27/2026 Marotta Asset Management167,439$11.87M2.2%+8.8%0.419%
4/27/2026Private Advisor Group LLC3,763$265K0.0%-6.6%0.009%
4/24/2026Prospect Financial Services LLC19,057$1.34M0.8%-13.3%0.048%
4/24/2026Essex Financial Services Inc.9,398$661K0.0%+3.3%0.023%
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4/23/2026Spinnaker Trust99,411$7.00M0.4%+3.8%0.249%
4/23/2026Barry Investment Advisors LLC56,552$3.98M0.9%-0.5%0.141%
4/23/2026Apollon Wealth Management LLC216,412$15.23M0.2%+12.0%0.541%
4/23/2026Vicus Capital11,700$823K0.1%+51.6%0.029%
4/22/2026LifeSteps Financial Inc.5,816$409K0.3%-13.4%0.015%
4/22/2026Patriot Financial Group Insurance Agency LLC4,024$283K0.0%N/A0.010%
4/22/2026Janney Montgomery Scott LLC57,158$4.02M0.0%+336.5%0.143%
4/22/2026Yoder Wealth Management Inc.89,930$6.33M2.9%-5.6%0.226%
4/22/2026Signature Wealth Management Partners LLC10,909$768K0.4%+1.8%0.027%
4/21/2026VCI Wealth Management LLC9,771$687K0.2%-7.8%0.025%


FHLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 367 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($203.45M), Lido Advisors LLC ($151.98M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($60.67M), LPL Financial LLC ($50.14M), Envestnet Asset Management Inc. ($44.03M), and Commonwealth Equity Services LLC ($31.79M).Learn more on Fidelity MSCI Health Care Index ETF's institutional investors.

Of the 302 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. ($1.03M), Demars Financial Group LLC ($557.88K), Altfest L J & Co. Inc. ($424.57K), Lido Advisors LLC ($423.58K), AGF Management Ltd. ($408.13K), Envestnet Asset Management Inc. ($388.17K), and Rockland Trust Co. ($356.06K).

Institutional investors have bought a total of 4,743,521 shares in the last 24 months. This purchase volume represents approximately $341.86M in transactions.

Of the 136 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: Rockland Trust Co. ($296.98K), Centerline Wealth Advisors LLC ($110.77K), NewEdge Advisors LLC ($78.51K), Commonwealth Equity Services LLC ($63.56K), Armor Investment Advisors LLC ($53.82K), RWA Wealth Partners LLC ($43.51K), and Mercer Global Advisors Inc. ADV ($35.53K).

Institutional investors have sold a total of 1,232,516 shares in the last 24 months. This volume of shares sold represents approximately $88.51M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FHLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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