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

Capital A 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
Q2 		$4.27K Sell
66
-6
-8% -$382 0.05% 248
2025
Q1 		$4.9K Buy
+72
New +$4.94K 0.01% 375

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
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 $861M AUM 14.77% 1-Year Est. Return

Capital A Wealth Management's FHLC Position: Q2 2025 in Review

Capital A Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 8.3% in Q2 2025, selling an estimated $382 and leaving 66 shares worth $4.27K. The position accounts for 0.05% of the portfolio, ranked #248.

Capital A Wealth Management first reported a position in FHLC in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.9K in Q1 2025. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Capital A Wealth Management held 66 shares of Fidelity MSCI Health Care Index ETF worth $4.27K as of Q2 2025.
  • Capital A Wealth Management sold 6 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $382.
  • Fidelity MSCI Health Care Index ETF made up 0.05% of Capital A Wealth Management's portfolio in Q2 2025, its #248 holding.
  • Capital A Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and has held it in 2 quarters since.
  • Capital A Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $4.9K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.