Fidelity's FHLC ETF: A Balanced Approach to Health Care Investing with a Low Cost

Fidelity's FHLC ETF offers exposure to 300+ US healthcare stocks with a low 0.08% expense ratio. It has delivered a 119% total return over the last decade, but its performance has been volatile. The ETF balances quality, safety, and growth, providing investors with a broad and diversified healthcare portfolio.

Virtus Total Return Fund Inc. (NYSE: ZTR) recently announced a monthly dividend of $0.05 per share, with an annualized yield of 9.5%, to be paid on November 26th Virtus Total Return Fund Inc. $ZTR Shares Sold by Absolute Investment Advisers LLC^[1]. This dividend represents a significant return for investors, particularly given the fund's recent institutional investor activity.

Absolute Investment Advisers LLC decreased its stake in Virtus Total Return Fund by 15.1% during the second quarter, selling 222,394 shares. As of the most recent SEC filing, the firm owned approximately 1,255,160 shares, representing a 2.26% stake worth $7,820,000 Virtus Total Return Fund Inc. $ZTR Shares Sold by Absolute Investment Advisers LLC^[1]. This reduction in ownership suggests a strategic move by Absolute Investment Advisers, which could be due to various factors, including market conditions or portfolio rebalancing.

Institutional investors have shown considerable interest in Virtus Total Return Fund, with 47.14% of the stock currently owned by institutional investors and hedge funds. Other notable institutional investors, such as Concurrent Investment Advisors LLC, XTX Topco Ltd, Jane Street Group LLC, Integrity Alliance LLC, and Pasadena Private Wealth LLC, have also acquired new stakes in the fund during the first and fourth quarters of 2025 Virtus Total Return Fund Inc. $ZTR Shares Sold by Absolute Investment Advisers LLC^[1]. These acquisitions indicate a positive sentiment towards the fund's investment strategy and potential for growth.

Shares of Virtus Total Return Fund opened at $6.31 on Thursday, with a 52-week low of $5.22 and a 52-week high of $6.40. The 50-day moving average is $6.26, and the 200-day moving average is $6.09 Virtus Total Return Fund Inc. $ZTR Shares Sold by Absolute Investment Advisers LLC^[1]. These figures suggest a relatively stable performance over the past year, with a slight upward trend in recent months.

The fund's recent dividend declaration and institutional investor activity highlight its appeal to investors seeking a combination of income and growth. However, investors should also consider the fund's historical volatility and the performance of its underlying holdings when making investment decisions.