EW
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Element Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Element Wealth’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
-231
Closed -$15.1K – 189
2024
Q4 		$15.1K Buy
231
+1
+0.4% +$69 0.01% 240
2024
Q3 		$16.8K Sell
230
-23
-9% -$1.65K 0.01% 235
2024
Q2 		$17.3K Buy
253
+24
+10% +$1.62K 0.01% 224
2024
Q1 		$16K Buy
229
+1
+0.4% +$68 0.01% 218
2023
Q4 		$14.8K Buy
228
+1
+0.4% +$61 0.01% 213
2023
Q3 		$13.8K Buy
227
+1
+0.4% +$63 0.01% 204
2023
Q2 		$14.3K Hold
226
– – 0.01% 199
2023
Q1 		$13.9K Buy
226
+1
+0.4% +$62 0.01% 177
2022
Q4 		$14.4K Buy
225
+1
+0.4% +$63 0.01% 168
2022
Q3 		$13K Buy
224
+1
+0.4% +$61 0.01% 162
2022
Q2 		$14K Buy
223
+1
+0.5% +$62 0.01% 156
2022
Q1 		$15K Buy
222
+1
+0.5% +$64 0.01% 177
2021
Q4 		$15K Hold
221
– – 0.01% 161
2021
Q3 		$14K Buy
221
+1
+0.5% +$66 0.01% 152
2021
Q2 		$14K Buy
220
+1
+0.5% +$62 0.01% 145
2021
Q1 		$13K Hold
219
– – 0.01% 144
2020
Q4 		$13K Buy
219
+1
+0.5% +$55 0.01% 130
2020
Q3 		$11K Buy
218
+1
+0.5% +$52 0.01% 118
2020
Q2 		$11K Buy
217
+1
+0.5% +$48 0.01% 110
2020
Q1 		$9K Buy
216
+1
+0.5% +$47 0.01% 102
2019
Q4 		$11K Buy
+215
New +$9.98K 0.01% 101

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

Element Wealth's FHLC Position: Q1 2025 in Review

Element Wealth sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 231 shares — an estimated $15.1K sold.

Element Wealth first reported a position in FHLC in Q4 2019 and held it in 21 quarters. The position peaked at $17.3K in Q2 2024. 351 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Element Wealth reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 231 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $15.1K.
  • Element Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's Fidelity MSCI Health Care Index ETF position peaked at $17.3K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.