Elite Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Elite Financial’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	–	Sell	-976	Closed	-$66K	–	67
2025 Q1	$66K	Buy	+976	New	+$67K	0.03%	77

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

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

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

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 $852M AUM 22.53% 1-Year Est. Return

Elite Financial's FHLC Position: Q2 2025 in Review

Elite Financial sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 976 shares — an estimated $66K sold.

Elite Financial first reported a position in FHLC in Q1 2025 and held it in 1 quarter. The position peaked at $66K in Q1 2025. 336 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Elite Financial reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 976 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $66K.
Elite Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and held it in 1 quarter.
Elite Financial's Fidelity MSCI Health Care Index ETF position peaked at $66K in Q1 2025.
336 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.