Fidelity MSCI Health CareFHLCETF
13F holders, Q4 2024 (December 31)334holders +17
26new positions
34sold out
3famous investors
$65.37avg. 13F price*
At the end of Q4 2024, 334 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 17 from Q3 2024. 26 opened new positions and 34 sold out. The largest holders were Lido Advisors, LLC ($119.2M), Charles Schwab Investment Management Inc. ($106.8M) and Agf Management Ltd. ($39.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $21.6M |
| Exits | 34 | $43.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,293,829 shares bought and 1,683,712 shares sold, net −389,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| Lido Advisors, LLC | 0.75% | Add +5.0% | 1,823,697 | $119.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.5% | 1,634,514 | $106.8M |
| Agf Management Ltd. | 0.20% | Add +17.6% | 597,163 | $39.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.6% | 523,252 | $34.2M |
| LPL Financial LLC | 0.01% | Add +35.2% | 517,910 | $33.8M |
| Morgan Stanley | 0.00% | Add +10.8% | 461,675 | $30.2M |
| Wells Fargo & Company | 0.00% | Add +9.8% | 267,844 | $17.5M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -1.0% | 255,888 | $16.7M |
| McGlone Suttner Wealth Management, Inc. | 2.78% | Add +36.9% | 255,256 | $16.7M |
| Weatherly Asset Management L. P. | 1.47% | Add +7.7% | 253,170 | $16.5M |
| Full Sail Capital, LLC | 1.04% | Reduce -2.8% | 249,334 | $16.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +5.5% | 241,144 | $15.8M |
| Lifeworks Advisors, LLC | 2.53% | Add +79.1% | 214,778 | $14.0M |
| Raymond James Financial Inc. | 0.00% | — | 197,456 | $12.9M |
| Bank of America Corp. | 0.00% | Add +2.7% | 189,260 | $12.4M |
| Cetera Investment Advisers | 0.02% | Reduce -4.1% | 181,490 | $11.9M |
| Buttonwood Financial Advisors Inc. | 5.13% | Add +4.8% | 178,664 | $11.7M |
| Eagle Capital Management, LLC | 4.49% | Add +0.6% | 170,243 | $11.1M |
| Fischer Financial Services, Inc. | 3.40% | — | 165,298 | $10.8M |
| Vicus Capital | 0.96% | Add +4.2% | 164,949 | $10.8M |
| Investors Research Corp | 2.34% | Add +6.5% | 163,095 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.2% | 153,717 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.1% | 150,192 | $9.8M |
| Apollon Wealth Management, LLC | 0.22% | New | 144,507 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.1% | 143,687 | $9.4M |
| Traynor Capital Management, Inc. | 0.72% | Reduce -9.4% | 142,250 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.5% | 131,692 | $8.6M |
| Waterway Wealth Management, LLC | 3.60% | Reduce -20.9% | 125,227 | $8.2M |
| Centerline Wealth Advisors, LLC | 4.76% | — | 124,171 | $8.1M |
| AE Wealth Management LLC | 0.07% | Reduce -3.9% | 123,573 | $8.1M |
| Two Sigma Investments, LP | 0.02% | Add +32.7% | 119,700 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 116,136 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -5.8% | 112,618 | $7.4M |
| Sigma Planning Corp | 0.21% | Add +1.0% | 102,311 | $6.7M |
| Quantitative Strategies, Inc. | 3.45% | Add +1.5% | 98,729 | $6.5M |
| FMR LLC | 0.00% | Reduce -0.6% | 98,319 | $6.4M |
| UBS Group AG | 0.00% | Reduce -4.9% | 98,252 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 97,908 | $6.4M |
| Larson Financial Group LLC | 0.31% | Add +4.1% | 91,795 | $6.0M |
| Armor Investment Advisors, LLC | 2.30% | Add +1.1% | 85,678 | $5.6M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -14.9% | 84,321 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -73.6% | 79,943 | $5.2M |
| Spinnaker Trust | 0.30% | Add +6.1% | 72,397 | $4.7M |
| Aprio Wealth Management, LLC | 0.68% | New | 71,291 | $4.7M |
| Financial Partners Group, Inc | 0.67% | Add +0.9% | 69,945 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.4% | 68,541 | $4.5M |
| Marotta Asset Management | 0.89% | Add +62.4% | 65,272 | $4.3M |
| Eley Financial Management, Inc | 1.66% | Reduce -1.3% | 65,288 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -11.3% | 63,153 | $4.1M |
| Yoder Wealth Management, Inc. | 2.20% | Add +14.7% | 60,987 | $4.0M |
| Barry Investment Advisors, LLC | 1.24% | Reduce -2.5% | 58,940 | $3.9M |
| Freedom Investment Management, Inc. | 0.31% | Reduce -13.0% | 56,307 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +122.3% | 53,702 | $3.5M |
| Exchange Capital Management, Inc. | 0.56% | Reduce -0.8% | 53,545 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +0.5% | 50,046 | $3.3M |
| Capital Advisory Group Advisory Services, LLC | 1.17% | Add +6.8% | 49,757 | $3.3M |
| Maltin Wealth Management, Inc. | 1.58% | Add +0.5% | 49,312 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +3.3% | 48,968 | $3.2M |
| RFG Advisory, LLC | 0.09% | Add +8.4% | 47,483 | $3.1M |
| Smith Salley Wealth Management | 0.18% | Reduce -4.6% | 43,553 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.9% | 42,655 | $2.8M |
| Atlas Capital Advisors Inc. | 0.35% | Reduce -7.0% | 42,540 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Reduce -0.3% | 41,268 | $2.7M |
| MAI Capital Management | 0.02% | Add +168.7% | 40,603 | $2.7M |
| Beaumont Asset Management, L.L.C. | 1.47% | Reduce -2.8% | 38,805 | $2.5M |
| TrinityPoint Wealth, LLC | 0.36% | Reduce -0.6% | 38,785 | $2.5M |
| Heck Capital Advisors, LLC | 0.29% | Reduce -0.4% | 38,421 | $2.5M |
| Harbour Investments, Inc. | 0.07% | Reduce -9.1% | 35,912 | $2.3M |
| Citigroup Inc. | 0.00% | Add +266.9% | 35,874 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +27.7% | 35,688 | $2.3M |
| Fifth Third Securities, Inc. | 0.19% | Add +6.0% | 34,674 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 34,532 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.2% | 33,550 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.9% | 33,389 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -48.9% | 32,708 | $2.1M |
| Lynch & Associates | 0.46% | Add +0.9% | 32,643 | $2.1M |
| Creative Planning | 0.00% | Add +10.9% | 31,584 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -10.8% | 31,296 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +38.9% | 30,030 | $2.0M |
| Beckerman Institutional, LLC | 1.54% | Reduce -0.2% | 29,414 | $1.9M |
| Ameritas Advisory Services, LLC | 0.06% | Add +5.3% | 28,619 | $1.9M |
| Roxbury Financial LLC | 1.80% | — | 26,572 | $1.9M |
| KDK Private Wealth Management, LLC | 1.93% | — | 28,463 | $1.9M |
| Modern Wealth Management, LLC | 0.07% | New | 28,123 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -78.7% | 27,423 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.2% | 26,969 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Reduce -4.8% | 25,702 | $1.7M |
| Prospect Financial Services LLC | 0.89% | Add +250.3% | 25,057 | $1.6M |
| Aspetuck Financial Management LLC | 1.20% | — | 23,627 | $1.5M |
| Signature Wealth Management Partners, LLC | 1.00% | Reduce -3.4% | 22,292 | $1.5M |
| Atlas Brown,Inc. | 0.50% | Reduce -3.6% | 22,242 | $1.5M |
| Traphagen Investment Advisors LLC | 0.14% | Reduce -23.3% | 21,680 | $1.4M |
| Arax Advisory Partners | 0.09% | New | 21,588 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +67.2% | 21,550 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +67.2% | 21,550 | $1.4M |
| Maxele Advisors, LLC | 1.34% | — | 21,520 | $1.4M |
| VCI Wealth Management LLC | 0.58% | Add +28.9% | 20,969 | $1.4M |
| Principal Securities, Inc. | 0.03% | Reduce -2.9% | 20,600 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.2% | 19,167 | $1.3M |
| Buska Wealth Management, LLC | 0.39% | Reduce -17.0% | 18,620 | $1.2M |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.