Atria Wealth Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atria Wealth Solutions’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.67M	Sell	26,020 -49,190	-65%	-$3.13M	0.04%	467
2025 Q1	$5.14M	Buy	75,210 +12,057	+19%	+$828K	0.06%	329
2024 Q4	$4.13M	Sell	63,153 -8,088	-11%	-$562K	0.05%	410
2024 Q3	$5.19M	Sell	71,241 -23,272	-25%	-$1.67M	0.06%	337
2024 Q2	$6.48M	Buy	94,513 +17,934	+23%	+$1.21M	0.07%	278
2024 Q1	$5.34M	Buy	76,579 +1,532	+2%	+$104K	0.06%	319
2023 Q4	$4.85M	Sell	75,047 -10,463	-12%	-$639K	0.06%	315
2023 Q3	$5.18M	Sell	85,510 -5,759	-6%	-$362K	0.07%	283
2023 Q2	$5.76M	Sell	91,269 -29,835	-25%	-$1.87M	0.08%	248
2023 Q1	$7.44M	Buy	121,104 +5,881	+5%	+$365K	0.11%	182
2022 Q4	$7.37M	Buy	115,223 +24,330	+27%	+$1.52M	0.12%	184
2022 Q3	$5.24M	Buy	90,893 +3,003	+3%	+$185K	0.09%	225
2022 Q2	$5.33M	Buy	87,890 +8,748	+11%	+$543K	0.1%	222
2022 Q1	$5.2M	Buy	+79,142	New	+$5.04M	0.09%	243

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Atria Wealth Solutions's FHLC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 65% in Q2 2025, selling an estimated $3.13M and leaving 26,020 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #467.

Atria Wealth Solutions first reported a position in FHLC in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.44M in Q1 2023. 336 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Atria Wealth Solutions held 26,020 shares of Fidelity MSCI Health Care Index ETF worth $1.67M as of Q2 2025.
Atria Wealth Solutions sold 49,190 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $3.13M.
Fidelity MSCI Health Care Index ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #467 holding.
Atria Wealth Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Fidelity MSCI Health Care Index ETF position peaked at $7.44M in Q1 2023.
336 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.