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HBW Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

HBW Advisory Services’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 		– Sell
-6,252
Closed -$400K – 423
2025
Q2 		$400K Buy
6,252
+562
+10% +$35.8K 0.05% 272
2025
Q1 		$389K Buy
5,690
+1,284
+29% +$88.2K 0.06% 247
2024
Q4 		$288K Buy
4,406
+1,100
+33% +$76.4K 0.03% 282
2024
Q3 		$241K Buy
+3,306
New +$237K 0.04% 319
2023
Q1 		– Sell
-3,478
Closed -$223K – 269
2022
Q4 		$223K Buy
+3,478
New +$217K 0.06% 234
2022
Q2 		– Sell
-17,724
Closed -$1.16M – 230
2022
Q1 		$1.16M Buy
17,724
+14,013
+378% +$892K 0.41% 76
2021
Q4 		$255K Buy
+3,711
New +$244K 0.06% 223
2021
Q2 		– Sell
-42,434
Closed -$2.5M – 261
2021
Q1 		$2.5M Sell
42,434
-76,703
-64% -$4.54M 0.67% 58
2020
Q4 		$6.88M Buy
119,137
+108,182
+988% +$5.97M 2.09% 4
2020
Q3 		$576K Sell
10,955
-14,163
-56% -$740K 0.24% 104
2020
Q2 		$1.25M Buy
+25,118
New +$1.22M 0.58% 59

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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

HBW Advisory Services's FHLC Position: Q3 2025 in Review

HBW Advisory Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 6,252 shares — an estimated $400K sold.

HBW Advisory Services first reported a position in FHLC in Q2 2020 and held it in 11 quarters. The position peaked at $6.88M in Q4 2020. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

  • HBW Advisory Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
  • HBW Advisory Services sold 6,252 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $400K.
  • HBW Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and held it in 11 quarters.
  • HBW Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $6.88M in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.