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Canton Hathaway’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Canton Hathaway’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
Q1 		– Sell
-12,357
Closed -$808K – 277
2024
Q4 		$808K Sell
12,357
-700
-5% -$48.6K 0.2% 50
2024
Q3 		$951K Sell
13,057
-116
-0.9% -$8.3K 0.24% 47
2024
Q2 		$904K Hold
13,173
– – 0.25% 45
2024
Q1 		$919K Sell
13,173
-170
-1% -$11.5K 0.25% 45
2023
Q4 		$863K Sell
13,343
-1,016
-7% -$62.1K 0.26% 43
2023
Q3 		$870K Sell
14,359
-700
-5% -$44K 0.28% 38
2023
Q2 		$951K Hold
15,059
– – 0.3% 40
2023
Q1 		$926K Buy
15,059
+100
+0.7% +$6.21K 0.32% 39
2022
Q4 		$957K Sell
14,959
-130
-0.9% -$8.13K 0.33% 37
2022
Q3 		$870K Sell
15,089
-740
-5% -$45.5K 0.32% 41
2022
Q2 		$960K Hold
15,829
– – 0.33% 37
2022
Q1 		$1.04M Sell
15,829
-259
-2% -$16.5K 0.29% 46
2021
Q4 		$1.1M Hold
16,088
– – 0.3% 53
2021
Q3 		$1.03M Hold
16,088
– – 0.3% 55
2021
Q2 		$1.02M Buy
16,088
+96
+0.6% +$5.91K 0.3% 54
2021
Q1 		$943K Buy
15,992
+100
+0.6% +$5.92K 0.3% 54
2020
Q4 		$918K Sell
15,892
-407
-2% -$22.5K 0.31% 52
2020
Q3 		$857K Buy
16,299
+983
+6% +$51.4K 0.35% 38
2020
Q2 		$762K Buy
15,316
+500
+3% +$24.2K 0.5% 28
2020
Q1 		$637K Buy
14,816
+2,039
+16% +$96.6K 0.45% 23
2019
Q4 		$636K Buy
12,777
+1,520
+14% +$70.6K 0.33% 44
2019
Q3 		$488K Buy
11,257
+4,998
+80% +$221K 0.27% 52
2019
Q2 		$282K Buy
6,259
+1,700
+37% +$74.1K 0.16% 67
2019
Q1 		$202K Buy
4,559
+775
+20% +$33.8K 0.12% 72
2018
Q4 		$156K Buy
3,784
+459
+14% +$20.2K 0.1% 69
2018
Q3 		$156K Buy
+3,325
New +$148K 0.1% 52

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Canton Hathaway's FHLC Position: Q1 2025 in Review

Canton Hathaway sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 12,357 shares — an estimated $808K sold.

Canton Hathaway first reported a position in FHLC in Q3 2018 and held it in 26 quarters. The position peaked at $1.1M in Q4 2021. 351 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Canton Hathaway reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • Canton Hathaway sold 12,357 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $808K.
  • Canton Hathaway first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2018 and held it in 26 quarters.
  • Canton Hathaway's Fidelity MSCI Health Care Index ETF position peaked at $1.1M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Canton Hathaway's 13F filing for Q1 2025, filed 22 Apr 2025.