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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$78.84 +0.44 (+0.56%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC)

Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$318.59M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$167.66M
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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
7/10/2026 Buska Wealth Management LLC4,314$333K0.1%-9.9%0.010%
7/10/2026 Investors Research Corp216,139$16.70M3.0%-1.0%0.520%
7/10/2026 Heck Capital Advisors LLC30,368$2.35M0.1%-1.6%0.073%
7/10/2026 Partnership Wealth Management LLC5,355$414K0.3%+3.1%0.013%
7/10/2026 HRC Wealth Management LLC6,776$523K0.2%-3.3%0.016%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,918$534K0.1%+97.1%0.017%
7/9/2026 Barry Investment Advisors LLC55,280$4.27M0.9%-2.2%0.133%
7/9/2026 Atlas Brown Inc.19,589$1.51M0.4%-2.2%0.047%
7/9/2026 World Equity Group Inc.4,497$348K0.1%N/A0.011%
7/9/2026 Allied Private Wealth LLC1,593$126K0.1%N/A0.004%
7/9/2026 Crumly & Associates Inc.11,467$886K0.2%+14.6%0.028%
7/8/2026 Rockland Trust Co.29,377$2.27M0.1%-4.3%0.071%
7/7/2026 Avior 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%
5/6/2026 Independent 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%
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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%
4/23/2026Spinnaker Trust99,411$7.00M0.4%+3.8%0.249%
4/23/2026 Barry Investment Advisors LLC56,552$3.98M0.9%-0.5%0.141%
4/23/2026 Apollon Wealth Management LLC216,412$15.23M0.2%+12.0%0.541%
4/23/2026Vicus Capital11,700$823K0.1%+51.6%0.029%
4/22/2026 LifeSteps Financial Inc.5,816$409K0.3%-13.4%0.015%
4/22/2026 Patriot 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%
4/22/2026 Yoder 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%
4/21/2026 Maltin Wealth Management Inc.56,546$3.98M1.5%-3.9%0.142%
4/20/2026Kestra Private Wealth Services LLC25,174$1.77M0.0%-3.3%0.063%
4/20/2026 Eagle Capital Management LLC4,370$307K0.1%-22.0%0.011%
4/20/2026 RFG Advisory LLC10,764$757K0.0%-2.2%0.027%
4/20/2026 Centennial Wealth Advisory LLC6,710$472K0.1%N/A0.017%
4/17/2026 Certified Advisory Corp11,860$834K0.1%+27.4%0.030%
4/17/2026 Athena Wealth Management LLC6,807$479K0.4%+21.8%0.017%
4/17/2026 Atlas Brown Inc.20,024$1.41M0.4%-1.0%0.050%
4/17/2026 Brookstone Capital Management4,166$293K0.0%+23.2%0.010%
4/16/2026 Smith Salley Wealth Management44,112$3.10M0.2%+1.6%0.111%
4/16/2026Founders Financial Securities LLC4,911$352K0.0%-10.4%0.012%
4/15/2026 Weatherly Asset Management L. P.306,475$21.56M1.7%+2.9%0.770%
3/17/2026Rockefeller Capital Management L.P.609$45K0.0%-63.2%0.002%
3/13/2026World Investment Advisors5,759$428K0.0%+39.8%0.015%
3/9/2026Corient Private Wealth LLC4,357$324K0.0%+36.8%0.011%
3/4/2026Rehmann Capital Advisory Group5,206$387K0.0%-9.7%0.014%
2/25/2026KW Wealth Management LLC3,511$261K0.4%N/A0.009%
2/20/2026Sunbelt Securities Inc.14,967$1.11M0.1%-22.9%0.039%
2/20/2026Kovitz Investment Group Partners LLC113,720$8.45M0.2%+62.2%0.298%
2/19/2026Compound Planning Inc.6,005$446K0.0%-22.4%0.016%
2/19/2026Claris Financial LLC7,609$565K0.3%N/A0.020%
2/19/2026Corient Private Wealth LLC2,901$216K0.0%-8.9%0.008%
2/19/2026Jacobs Equity LLC14,663$1.09M1.0%N/A0.038%
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2/18/2026Ameriflex Group Inc.531$39K0.0%-20.5%0.001%
2/18/2026Mercer Global Advisors Inc. ADV231,340$17.18M0.0%-13.3%0.606%
2/18/2026NewEdge Advisors LLC100,174$7.44M0.0%-4.4%0.262%
2/18/2026Alpha Capital Advisors Inc. ADV2,950$222K0.2%N/A0.008%
2/18/2026Empowered Funds LLC3,751$279K0.0%N/A0.010%
2/17/2026Integrated Advisors Network LLC10,887$809K0.0%-52.2%0.029%
2/17/2026Cetera Investment Advisers206,260$15.32M0.0%+9.8%0.540%
2/17/2026Equitable Holdings Inc.43,203$3.21M0.0%-12.1%0.113%
2/17/2026Osaic Holdings Inc.257,592$19.15M0.0%+10.0%0.674%
2/17/2026Advisory Services Network LLC11,790$876K0.0%-10.7%0.031%


FHLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 366 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), Commonwealth Equity Services LLC ($31.79M), and Altfest L J & Co. Inc. ($25.68M).Learn more on Fidelity MSCI Health Care Index ETF's institutional investors.

Of the 300 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), AGF Management Ltd. ($448.49K), Altfest L J & Co. Inc. ($424.57K), Lido Advisors LLC ($423.58K), Rockland Trust Co. ($327.74K), and Raymond James Financial Inc. ($291.54K).

Institutional investors have bought a total of 4,592,209 shares in the last 24 months. This purchase volume represents approximately $318.59M in transactions.

Of the 149 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: Demars Financial Group LLC ($561.23K), Rockland Trust Co. ($296.98K), Independence Financial Advisors LLC ($122.38K), Northwestern Mutual Wealth Management Co. ($112.00K), Centerline Wealth Advisors LLC ($109.50K), Bank of America Corp DE ($94.99K), and RWA Wealth Partners LLC ($91.99K).

Institutional investors have sold a total of 2,472,874 shares in the last 24 months. This volume of shares sold represents approximately $167.66M in transactions.


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This page (NYSEARCA:FHLC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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