FSA Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

FSA Wealth 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 Q3	$35.6K	Buy	532 +2	+0.4%	+$129	0.01%	187
2025 Q2	$33.9K	Buy	530 +2	+0.4%	+$127	0.01%	182
2025 Q1	$36.1K	Buy	528 +2	+0.4%	+$137	0.02%	172
2024 Q4	$34.4K	Buy	526 +2	+0.4%	+$139	0.01%	181
2024 Q3	$38.2K	Buy	+524	New	+$37.5K	0.02%	180
2024 Q1	$36.3K	Buy	521 +2	+0.4%	+$135	0.02%	183
2023 Q4	$34K	Buy	+519	New	+$31.7K	0.02%	175

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

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 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

FSA Wealth Management's FHLC Position: Q3 2025 in Review

FSA Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.38% in Q3 2025, buying an estimated $129 and bringing the position to 532 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #187.

FSA Wealth Management first reported a position in FHLC in Q4 2023 and has held it in 7 quarters since. The position peaked at $38.2K in Q3 2024. 334 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

FSA Wealth Management held 532 shares of Fidelity MSCI Health Care Index ETF worth $35.6K as of Q3 2025.
FSA Wealth Management bought 2 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $129.
Fidelity MSCI Health Care Index ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #187 holding.
FSA Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $38.2K in Q3 2024.
334 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.