Atticus Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-640	Closed	-$40.9K	–	346
2025 Q2	$40.9K	Hold	640	–	–	0.01%	335
2025 Q1	$43.7K	Hold	640	–	–	0.01%	241
2024 Q4	$41.8K	Hold	640	–	–	0.01%	257
2024 Q3	$46.6K	Hold	640	–	–	0.02%	250
2024 Q2	$43.9K	Hold	640	–	–	0.01%	249
2024 Q1	$44.7K	Hold	640	–	–	0.01%	251
2023 Q4	$41.4K	Hold	640	–	–	0.01%	264
2023 Q3	$38.8K	Hold	640	–	–	0.01%	275
2023 Q2	$40.4K	Buy	+640	New	+$40.1K	0.01%	278

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

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 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

Atticus Wealth Management's FHLC Position: Q3 2025 in Review

Atticus Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 640 shares — an estimated $40.9K sold.

Atticus Wealth Management first reported a position in FHLC in Q2 2023 and held it in 9 quarters. The position peaked at $46.6K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

Atticus Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 640 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $40.9K.
Atticus Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 9 quarters.
Atticus Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $46.6K in Q3 2024.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.