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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return