CBA
FHLC icon

Coastal Bridge Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Coastal Bridge Advisors’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
-39,492
Closed -$2.53M – 470
2025
Q2 		$2.53M Sell
39,492
-135
-0.3% -$8.6K 0.21% 113
2025
Q1 		$2.71M Buy
+39,627
New +$2.72M 0.25% 100

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 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

Coastal Bridge Advisors's FHLC Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 39,492 shares — an estimated $2.53M sold.

Coastal Bridge Advisors first reported a position in FHLC in Q1 2025 and held it in 2 quarters. The position peaked at $2.71M in Q1 2025. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

  • Coastal Bridge Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 39,492 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $2.53M.
  • Coastal Bridge Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and held it in 2 quarters.
  • Coastal Bridge Advisors's Fidelity MSCI Health Care Index ETF position peaked at $2.71M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.