Fidelity MSCI Health CareFHLCETF
13F holders, Q1 2024 (March 31)319holders
2famous investors
$69.71avg. 13F price*
At the end of Q1 2024, 319 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($240.7M), Lido Advisors, LLC ($129.3M) and Clal Insurance Enterprises Holdings Ltd ($71.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Health Care
- CUSIP
- 316092600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.7M |
| Exits | 33 | $30.0M |
Ownership 319 holders
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -32.0% | 3,449,920 | $240.7M |
| Lido Advisors, LLC | 1.16% | Add +6.8% | 1,853,210 | $129.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.80% | No change | 1,019,000 | $71.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.3% | 549,023 | $38.3M |
| Harbour Investments, Inc. | 1.35% | Add +14.7% | 546,686 | $38.1M |
| LPL Financial LLC | 0.02% | Add +0.6% | 484,299 | $33.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.2% | 446,715 | $31.2M |
| Morgan Stanley | 0.00% | Add +2.4% | 416,939 | $29.1M |
| Full Sail Capital, LLC | 1.38% | Reduce -2.6% | 284,135 | $19.8M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -4.2% | 279,571 | $19.5M |
| AE Wealth Management LLC | 0.22% | Reduce -0.2% | 275,049 | $19.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 263,921 | $18.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -14.2% | 255,621 | $17.8M |
| McGlone Suttner Wealth Management, Inc. | 3.02% | Reduce -1.6% | 231,034 | $16.1M |
| Agf Management Ltd. | 0.09% | Add +191.9% | 219,689 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14.7% | 217,674 | $15.2M |
| Weatherly Asset Management L. P. | 1.37% | Add +8.2% | 202,529 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +247.7% | 191,130 | $13.3M |
| Bank of America Corp. | 0.00% | Reduce -19.6% | 184,116 | $12.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +12.4% | 184,081 | $12.8M |
| Waterway Wealth Management, LLC | 5.56% | Reduce -5.8% | 181,362 | $12.7M |
| Buttonwood Financial Advisors Inc. | 5.62% | Add +17.5% | 171,337 | $12.0M |
| Eagle Capital Management, LLC | 5.32% | Reduce -0.5% | 169,374 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +45.9% | 156,831 | $10.9M |
| Traynor Capital Management, Inc. | 1.03% | Add +0.5% | 155,836 | $10.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.2% | 150,916 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.7% | 150,872 | $10.5M |
| Connectus Wealth, LLC | 0.29% | New | 150,498 | $10.5M |
| Vicus Capital | 0.95% | Add +4.8% | 149,758 | $10.4M |
| Investors Research Corp | 2.17% | Add +2.9% | 133,041 | $9.3M |
| NewEdge Advisors, LLC | 0.08% | Reduce -3.9% | 131,902 | $9.2M |
| Baird Financial Group, Inc. | 0.02% | Add +3.1% | 130,987 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Add +445.0% | 129,889 | $9.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.7% | 126,170 | $8.8M |
| Lifeworks Advisors, LLC | 2.40% | Add +2.6% | 122,745 | $8.6M |
| Freedom Investment Management, Inc. | 0.67% | Reduce -10.2% | 120,312 | $8.4M |
| Quantitative Strategies, Inc. | 4.83% | Add +0.9% | 120,118 | $8.4M |
| UBS Group AG | 0.00% | Add +9.2% | 115,446 | $8.1M |
| Sigma Planning Corp | 0.24% | Add +85.7% | 111,351 | $7.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 102,326 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -7.4% | 100,758 | $7.0M |
| Monumental Financial Group Inc. | 3.13% | Add +3.9% | 84,323 | $5.9M |
| FMR LLC | 0.00% | Add +7.2% | 81,935 | $5.7M |
| Armor Investment Advisors, LLC | 2.68% | Reduce -4.4% | 79,906 | $5.6M |
| Advisory Services Network, LLC | 0.12% | Add +11.2% | 78,081 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +2.0% | 76,579 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.0% | 68,860 | $4.8M |
| Eley Financial Management, Inc | 2.07% | Reduce -0.9% | 68,768 | $4.8M |
| Financial Partners Group, Inc | 0.75% | Reduce -6.8% | 66,965 | $4.7M |
| Rehmann Capital Advisory Group | 0.35% | Add +0.2% | 66,815 | $4.7M |
| Traphagen Investment Advisors LLC | 0.48% | Reduce -85.8% | 65,176 | $4.5M |
| Barry Investment Advisors, LLC | 1.45% | Reduce -1.6% | 62,558 | $4.4M |
| Exchange Capital Management, Inc. | 0.64% | Reduce -1.3% | 56,348 | $3.9M |
| Atlas Capital Advisors Inc. | 0.61% | Add +68.5% | 55,665 | $3.9M |
| RFG Advisory, LLC | 0.12% | Add +45.6% | 50,458 | $3.5M |
| Northern Trust Corp. | 0.00% | Add +0.7% | 49,889 | $3.5M |
| Halpern Financial, Inc. | 1.00% | Reduce -0.7% | 50,630 | $3.4M |
| Maltin Wealth Management, Inc. | 1.86% | Add +5.4% | 47,477 | $3.3M |
| Fifth Third Securities, Inc. | 0.32% | Add +23.8% | 47,147 | $3.3M |
| Yoder Wealth Management, Inc. | 2.10% | Add +1.7% | 46,108 | $3.2M |
| Prudential Financial Inc. | 0.00% | Reduce -0.2% | 45,078 | $3.1M |
| Smith Salley Wealth Management | 0.24% | Reduce -6.8% | 43,947 | $3.1M |
| Snowden Capital Advisors LLC | 0.10% | Add +10.6% | 43,668 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -15.3% | 42,982 | $3.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.45% | Reduce -51.0% | 40,960 | $2.9M |
| Valmark Advisers, Inc. | 0.05% | Add +6.8% | 40,834 | $2.8M |
| Integrated Advisors Network LLC | 0.14% | Reduce -1.0% | 40,102 | $2.8M |
| Lincoln National Corp. | 0.04% | Add +63.8% | 40,036 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 1.32% | Add +0.7% | 39,961 | $2.8M |
| TrinityPoint Wealth, LLC | 0.46% | Add +4.0% | 39,891 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -2.8% | 39,669 | $2.8M |
| Heck Capital Advisors, LLC | 0.42% | Add +0.9% | 39,330 | $2.7M |
| Buska Wealth Management, LLC | 1.14% | — | 37,115 | $2.6M |
| Mariner, LLC | 0.01% | Reduce -4.0% | 35,946 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.66% | Add +0.7% | 35,852 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +0.7% | 32,843 | $2.3M |
| Creative Planning | 0.00% | Add +151.7% | 32,457 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -29.4% | 31,507 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | No change | 30,598 | $2.1M |
| Marotta Asset Management | 0.43% | Add +10.0% | 29,700 | $2.1M |
| Lynch & Associates | 0.48% | Add +7.8% | 29,484 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.50% | No change | 27,868 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +0.3% | 27,742 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Add +5.7% | 28,712 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.4% | 26,974 | $1.9M |
| Signature Wealth Management Partners, LLC | 1.49% | Add +2.6% | 26,309 | $1.8M |
| Mascoma Wealth Management LLC | 0.52% | Reduce -23.4% | 26,178 | $1.8M |
| Kowal Investment Group, LLC | 0.38% | Reduce -1.4% | 25,314 | $1.8M |
| Atlas Brown,Inc. | 0.57% | Reduce -0.4% | 22,636 | $1.6M |
| VCI Wealth Management LLC | 1.03% | Reduce -15.8% | 21,835 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -14.1% | 21,612 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +123.8% | 21,236 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 20,944 | $1.5M |
| Principal Securities, Inc. | 0.05% | Add +9.1% | 20,856 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -14.9% | 20,819 | $1.5M |
| Birchcreek Wealth Management, LLC | 0.76% | Reduce -11.3% | 20,768 | $1.4M |
| Charter Oak Capital Management, LLC | 0.15% | Add +1.4% | 20,532 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +0.0% | 19,964 | $1.4M |
| Sunbelt Securities, Inc. | 0.15% | Reduce -9.7% | 19,737 | $1.4M |
| StoneX Group Inc. | 0.12% | Reduce -9.8% | 19,582 | $1.4M |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.