FFA
FHLC icon

Farther Finance Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Farther Finance 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
2026
Q1 		$669K Buy
9,441
+1,477
+19% +$109K 0.01% 1206
2025
Q4 		$592K Buy
7,964
+5,828
+273% +$420K 0.01% 1194
2025
Q3 		$143K Buy
2,136
+1,907
+833% +$123K ﹤0.01% 1820
2025
Q2 		$14.6K Sell
229
-14
-6% -$892 ﹤0.01% 2859
2025
Q1 		$16.3K Buy
243
+98
+68% +$6.73K ﹤0.01% 2487
2024
Q4 		$9.47K Buy
145
+1
+0.7% +$69 ﹤0.01% 2407
2024
Q3 		$10.5K Buy
144
+28
+24% +$2K ﹤0.01% 2349
2024
Q2 		$7.91K Buy
116
+1
+0.9% +$68 ﹤0.01% 2167
2024
Q1 		$7.98K Hold
115
– – ﹤0.01% 1851
2023
Q4 		$7.44K Sell
115
-956
-89% -$58.4K ﹤0.01% 1751
2023
Q3 		$64.9K Buy
1,071
+571
+114% +$35.9K 0.01% 696
2023
Q2 		$31.6K Hold
500
– – 0.01% 836
2023
Q1 		$30.7K Hold
500
– – 0.01% 762
2022
Q4 		$32K Buy
+500
New +$31.3K 0.01% 596

Other funds holding FHLC

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return