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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$64.31 +0.01 (+0.02%)
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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)
199
Total
Institutional Inflows
(last 12 months)
$307.76M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$337.69M
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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
7/2/2025HBW Advisory Services LLC6,252$400K0.0%+9.9%0.016%
7/2/2025Crumly & Associates Inc.10,087$645K0.2%+10.1%0.026%
7/2/2025Marotta 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%
5/13/2025Heck Capital Advisors LLC44,882$3.07M0.3%+15.2%0.114%
5/13/2025HRC 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%
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%
5/12/2025Strengthening 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%
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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%
5/9/2025Atria Wealth Solutions Inc.75,210$5.14M0.1%+19.1%0.191%
5/9/2025Commonwealth Equity Services LLC551,315$37.67M0.1%+5.4%1.401%
5/9/2025Pathway Financial Advisers LLC11,998$820K0.3%-11.3%0.030%
5/9/2025PNC Financial Services Group Inc.3,194$218K0.0%+109.6%0.008%
5/8/2025Signature Wealth Management Partners LLC15,719$1.07M0.7%-29.5%0.040%
5/8/2025Certified Advisory Corp3,755$257K0.0%+19.7%0.010%
5/8/2025Harbour Investments Inc.30,827$2.11M0.1%-14.2%0.078%
5/8/2025Mesirow Financial Investment Management Inc.4,768$326K0.0%+52.2%0.012%
5/8/2025Arkadios Wealth Advisors8,324$569K0.0%+2.3%0.021%
5/8/2025Independence Financial Advisors LLC140,682$9.61M3.7%N/A0.358%
5/7/2025Maridea Wealth Management LLC4,052$277K0.1%N/A0.010%
5/7/2025LPL Financial LLC567,381$38.76M0.0%+9.6%1.442%
5/7/2025Fischer Financial Services Inc.166,035$11.34M3.7%+0.4%0.422%
5/6/2025Assetmark Inc.34,270$2.34M0.0%+4,344.9%0.087%
5/6/2025Cetera Investment Advisers186,594$12.75M0.0%+2.8%0.474%
5/6/2025Birchcreek Wealth Management LLC15,082$1.03M0.7%-8.9%0.038%
5/6/2025Lifeworks Advisors LLC169,862$11.61M1.9%-20.9%0.432%
5/6/2025Elm3 Financial Group LLC4,356$298K0.3%+19.1%0.011%
5/6/2025AE Wealth Management LLC134,229$9.17M0.1%+8.6%0.341%
5/6/2025VCI Wealth Management LLC22,476$1.54M0.6%+7.2%0.057%
5/6/2025Financial Partners Group Inc69,303$4.74M0.7%-0.9%0.176%
5/6/2025KDK Private Wealth Management LLC27,218$1.86M2.1%-4.4%0.069%
5/5/2025IFP Advisors Inc3,618$247K0.0%+10.5%0.009%
5/5/2025Beckerman Institutional LLC32,574$2.23M1.6%+10.7%0.083%
5/5/2025Morningstar Investment Services LLC37,214$2.54M0.5%N/A0.095%
5/5/2025Private Advisor Group LLC19,957$1.36M0.0%+17.8%0.051%
5/2/2025Richard C. Young & CO. LTD.5,773$394K0.0%+7.6%0.015%
5/2/2025Summit X LLC4,392$300K0.1%N/A0.011%
5/2/2025Larson Financial Group LLC96,510$6.59M0.3%+5.1%0.245%
5/2/2025Dakota Wealth Management7,914$541K0.0%-49.4%0.020%
5/2/2025Apollon Wealth Management LLC155,574$10.63M0.2%+7.7%0.395%
5/2/2025Sigma Planning Corp82,569$5.64M0.2%-19.3%0.210%
5/1/2025Weatherly Asset Management L. P.259,152$17.71M1.6%+2.4%0.659%
5/1/2025CWM LLC8,866$606K0.0%+7.1%0.023%
5/1/2025Grant GrossMendelsohn LLC45,502$2.96M1.6%+1,132.8%0.116%
5/1/2025Fifth Third Securities Inc.24,194$1.65M0.1%-30.2%0.061%
5/1/2025Barry Investment Advisors LLC57,841$3.95M1.0%-1.9%0.147%
4/30/2025Court Place Advisors LLC10,604$724K0.2%-6.8%0.027%
4/30/2025Crossmark Global Holdings Inc.5,018$344K0.0%N/A0.013%
4/29/2025Envestnet Asset Management Inc.163,339$11.16M0.0%+104.3%0.415%
4/29/2025McGlone Suttner Wealth Management Inc.259,445$17.73M2.9%+1.6%0.659%
4/29/2025Bank of New York Mellon Corp10,401$711K0.0%+58.5%0.026%
4/29/2025Elite Financial Inc.976$66K0.0%N/A0.002%
4/29/2025OneDigital Investment Advisors LLC80,978$5.53M0.1%+50.8%0.206%
4/28/2025Mutual Advisors LLC4,144$269K0.0%-43.2%0.011%
4/28/2025Private Trust Co. NA431$29K0.0%N/A0.001%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
4/28/2025Arlington Trust Co LLC1,400$96K0.0%N/A0.004%
4/25/2025Smith Salley Wealth Management43,874$3.00M0.2%+0.7%0.111%
4/25/2025Spinnaker Trust81,327$5.56M0.4%+12.3%0.207%
4/25/2025Buttonwood Financial Advisors Inc.181,826$12.42M5.5%+1.8%0.462%
4/25/2025Wealthstar Advisors LLC10,431$713K0.3%+3.6%0.027%
4/25/2025Essex Financial Services Inc.8,688$594K0.0%+87.2%0.022%
4/25/2025Almanack Investment Partners LLC.3,357$229K0.0%-9.2%0.009%
4/25/2025Sovran Advisors LLC5,043$320K0.0%+32.6%0.013%
4/24/2025Elevated Capital Advisors LLC3,685$252K0.1%-11.8%0.009%
4/24/2025Mascoma Wealth Management LLC9,034$617K0.2%-5.7%0.023%
(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, 337 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 275 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 4,578,160 shares in the last 24 months. This purchase volume represents approximately $307.76M 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), AE Wealth Management LLC ($154.46K), Strengthening Families & Communities LLC ($151.99K), and Vicus Capital ($147.14K).

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

Institutional investors have sold a total of 4,783,021 shares in the last 24 months. This volume of shares sold represents approximately $337.69M in transactions.


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This page (NYSEARCA:FHLC) was last updated on 7/3/2025 by MarketBeat.com Staff
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