Flaharty Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Flaharty Asset Management’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	-15	Closed	-$1.02K	–	242
2025 Q1	$1.02K	Buy	+15	New	+$1.03K	﹤0.01%	476
2024 Q4	–	Sell	-15	Closed	-$1.09K	–	223
2024 Q3	$1.09K	Buy	+15	New	+$1.07K	﹤0.01%	424
2023 Q4	–	Sell	-15	Closed	-$909	–	222
2023 Q3	$909	Buy	+15	New	+$943	﹤0.01%	448

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

Flaharty Asset Management's FHLC Position: Q2 2025 in Review

Flaharty Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 15 shares — an estimated $1.02K sold.

Flaharty Asset Management first reported a position in FHLC in Q3 2023 and held it in 3 quarters. The position peaked at $1.09K in Q3 2024. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Flaharty Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 15 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $1.02K.
Flaharty Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $1.09K in Q3 2024.
337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.