Fiduciary Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Fiduciary Trust’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	-4,332	Closed	-$283K	–	828
2024 Q4	$283K	Hold	4,332	–	–	﹤0.01%	584
2024 Q3	$315K	Buy	+4,332	New	+$310K	﹤0.01%	556

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 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

Fiduciary Trust's FHLC Position: Q1 2025 in Review

Fiduciary Trust sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 4,332 shares — an estimated $283K sold.

Fiduciary Trust first reported a position in FHLC in Q3 2024 and held it in 2 quarters. The position peaked at $315K in Q3 2024. 352 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

Fiduciary Trust reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
Fiduciary Trust sold 4,332 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $283K.
Fiduciary Trust first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and held it in 2 quarters.
Fiduciary Trust's Fidelity MSCI Health Care Index ETF position peaked at $315K in Q3 2024.
352 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Fiduciary Trust's 13F filing for Q1 2025, filed 15 May 2025.