Fidelity MSCI Health CareFHLCETF
13F holders, Q1 2025 (March 31)350holders +16
41new positions
21sold out
2famous investors
$68.29avg. 13F price*
At the end of Q1 2025, 350 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 16 from Q4 2024. 41 opened new positions and 21 sold out. The largest holders were Lido Advisors, LLC ($124.8M), Charles Schwab Investment Management Inc. ($114.6M) and Agf Management Ltd. ($40.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $18.9M |
| Exits | 21 | $11.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,401,685 shares bought and 1,093,757 shares sold, net +307,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Lido Advisors, LLC | 0.74% | Add +0.2% | 1,827,158 | $124.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,676,903 | $114.6M |
| Agf Management Ltd. | 0.21% | Reduce -1.5% | 588,433 | $40.2M |
| LPL Financial LLC | 0.02% | Add +9.6% | 567,381 | $38.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.4% | 551,315 | $37.7M |
| Morgan Stanley | 0.00% | Reduce -6.7% | 430,908 | $29.4M |
| Raymond James Financial Inc. | 0.01% | Add +42.1% | 280,541 | $19.2M |
| McGlone Suttner Wealth Management, Inc. | 2.91% | Add +1.6% | 259,445 | $17.7M |
| Weatherly Asset Management L. P. | 1.59% | Add +2.4% | 259,152 | $17.7M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -6.7% | 238,757 | $16.3M |
| Full Sail Capital, LLC | 1.01% | Reduce -7.9% | 229,639 | $15.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -6.9% | 224,433 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +45.9% | 224,217 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Add +52.6% | 219,226 | $15.0M |
| Wells Fargo & Company | 0.00% | Reduce -27.5% | 194,273 | $13.3M |
| Bank of America Corp. | 0.00% | Add +2.1% | 193,267 | $13.2M |
| Cetera Investment Advisers | 0.02% | Add +2.8% | 186,594 | $12.7M |
| Buttonwood Financial Advisors Inc. | 5.46% | Add +1.8% | 181,826 | $12.4M |
| Investors Research Corp | 2.63% | Add +8.9% | 177,659 | $12.1M |
| Lifeworks Advisors, LLC | 1.93% | Reduce -20.9% | 169,862 | $11.6M |
| Eagle Capital Management, LLC | 5.13% | Reduce -0.5% | 169,482 | $11.6M |
| Fischer Financial Services, Inc. | 3.65% | Add +0.5% | 166,035 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +104.3% | 163,339 | $11.2M |
| Apollon Wealth Management, LLC | 0.23% | Add +7.7% | 155,574 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.3% | 142,632 | $9.7M |
| Independence Financial Advisors, LLC | 3.65% | — | 140,682 | $9.6M |
| Traynor Capital Management, Inc. | 0.81% | Reduce -1.9% | 139,475 | $9.5M |
| AE Wealth Management LLC | 0.08% | Add +8.6% | 134,229 | $9.2M |
| Centerline Wealth Advisors, LLC | 5.18% | Add +2.4% | 127,172 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 116,479 | $8.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1276.5% | 110,807 | $7.6M |
| NorthCoast Asset Management LLC | 0.03% | Add +18.3% | 99,781 | $6.8M |
| FMR LLC | 0.00% | Reduce -0.6% | 97,722 | $6.7M |
| Larson Financial Group LLC | 0.31% | Add +5.1% | 96,510 | $6.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -15.1% | 95,645 | $6.5M |
| Creative Planning | 0.01% | Add +201.0% | 95,057 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -3.2% | 94,760 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +228.9% | 90,208 | $6.2M |
| Armor Investment Advisors, LLC | 2.42% | Reduce -0.2% | 85,543 | $5.8M |
| Aprio Wealth Management, LLC | 0.72% | Add +17.9% | 84,065 | $5.7M |
| Sigma Planning Corp | 0.18% | Reduce -19.3% | 82,569 | $5.6M |
| Spinnaker Trust | 0.36% | Add +12.3% | 81,327 | $5.6M |
| OneDigital Investment Advisors LLC | 0.07% | Add +50.8% | 80,978 | $5.5M |
| Altfest L J & Co. Inc. | 0.68% | New | 78,851 | $5.4M |
| Yoder Wealth Management, Inc. | 2.94% | Add +25.4% | 76,447 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +19.1% | 75,210 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.4% | 70,879 | $4.8M |
| Financial Partners Group, Inc | 0.73% | Reduce -0.9% | 69,303 | $4.7M |
| UBS Group AG | 0.00% | Reduce -32.4% | 66,470 | $4.5M |
| Eley Financial Management, Inc | 1.75% | Reduce -0.3% | 65,127 | $4.4M |
| Barry Investment Advisors, LLC | 1.05% | Reduce -1.9% | 57,841 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +66.8% | 57,609 | $3.9M |
| Maltin Wealth Management, Inc. | 1.74% | Add +9.8% | 54,149 | $3.7M |
| Exchange Capital Management, Inc. | 0.57% | Reduce -4.6% | 51,094 | $3.5M |
| Capital Advisory Group Advisory Services, LLC | 1.33% | Add +2.3% | 50,884 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.1% | 48,429 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -3.6% | 48,219 | $3.3M |
| Waverly Advisors, LLC | 0.04% | New | 45,029 | $3.1M |
| Heck Capital Advisors, LLC | 0.34% | Add +16.8% | 44,882 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -70.4% | 44,426 | $3.0M |
| Smith Salley Wealth Management | 0.20% | Add +0.7% | 43,874 | $3.0M |
| Grant/GrossMendelsohn, LLC | 1.65% | Add +1132.8% | 45,502 | $3.0M |
| Marotta Asset Management | 0.57% | Reduce -38.4% | 40,184 | $2.9M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -24.6% | 42,477 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -3.5% | 41,153 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Reduce -0.8% | 40,921 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -1.2% | 40,109 | $2.7M |
| Morningstar Investment Services LLC | 0.47% | New | 37,214 | $2.5M |
| Atlas Capital Advisors Inc. | 0.31% | Reduce -15.5% | 35,949 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 34,946 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +4344.9% | 34,270 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 33,972 | $2.3M |
| Wbi Investments, LLC | 0.60% | Add +694.7% | 33,376 | $2.3M |
| Lynch & Associates | 0.48% | Add +0.1% | 32,687 | $2.2M |
| Beckerman Institutional, LLC | 1.61% | Add +10.7% | 32,574 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +747.8% | 31,978 | $2.2M |
| Prospect Financial Services LLC | 1.21% | Add +27.1% | 31,851 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -0.5% | 31,133 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -14.2% | 30,827 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.5% | 29,221 | $2.0M |
| Arax Advisory Partners | 0.13% | Add +34.9% | 29,122 | $2.0M |
| Modern Wealth Management, LLC | 0.06% | Add +1.4% | 28,526 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Add +7.9% | 27,738 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.15% | Add +732.2% | 27,462 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -0.3% | 28,529 | $1.9M |
| KDK Private Wealth Management, LLC | 2.12% | Reduce -4.4% | 27,218 | $1.9M |
| Roxbury Financial LLC | 1.82% | Reduce -0.3% | 26,499 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.4% | 26,859 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -11.6% | 26,539 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | New | 26,752 | $1.8M |
| Aspetuck Financial Management LLC | 1.50% | Add +8.1% | 25,529 | $1.7M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -30.2% | 24,194 | $1.7M |
| VCI Wealth Management LLC | 0.64% | Add +7.2% | 22,476 | $1.5M |
| Maxele Advisors, LLC | 1.44% | Add +1.4% | 21,828 | $1.5M |
| Atlas Brown,Inc. | 0.52% | Reduce -2.9% | 21,601 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.7% | 20,749 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.7% | 20,749 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +17.8% | 19,957 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +0.3% | 20,655 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.0% | 19,161 | $1.3M |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.