HWA
FHLC icon

Hilltop Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Hilltop Wealth Advisors’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
-3,278
Closed -$214K – 54
2024
Q4 		$214K Buy
3,278
+6
+0.2% +$417 0.11% 49
2024
Q3 		$238K Buy
3,272
+55
+2% +$3.94K 0.11% 48
2024
Q2 		$221K Buy
3,217
+15
+0.5% +$1.01K 0.11% 47
2024
Q1 		$223K Sell
3,202
-309
-9% -$20.9K 0.11% 43
2023
Q4 		$227K Sell
3,511
-69
-2% -$4.21K 0.13% 36
2023
Q3 		$217K Hold
3,580
– – 0.17% 33
2023
Q2 		$226K Buy
+3,580
New +$224K 0.17% 32
2022
Q1 		– Sell
-6,038
Closed -$415K – 32
2021
Q4 		$415K Buy
6,038
+8
+0.1% +$526 0.29% 24
2021
Q3 		$385K Buy
6,030
+8
+0.1% +$529 0.27% 25
2021
Q2 		$384K Buy
6,022
+7
+0.1% +$431 0.27% 24
2021
Q1 		$355K Sell
6,015
-39
-0.6% -$2.31K 0.27% 24
2020
Q4 		$350K Buy
6,054
+10
+0.2% +$552 0.31% 22
2020
Q3 		$318K Buy
6,044
+9
+0.1% +$470 0.32% 20
2020
Q2 		$300K Sell
6,035
-3,045
-34% -$148K 0.33% 22
2020
Q1 		$390K Sell
9,080
-6,606
-42% -$313K 0.48% 14
2019
Q4 		$780K Buy
+15,686
New +$728K 0.81% 13

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 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

Hilltop Wealth Advisors's FHLC Position: Q1 2025 in Review

Hilltop Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 3,278 shares — an estimated $214K sold.

Hilltop Wealth Advisors first reported a position in FHLC in Q4 2019 and held it in 16 quarters. The position peaked at $780K in Q4 2019. 351 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Hilltop Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 3,278 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $214K.
  • Hilltop Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 16 quarters.
  • Hilltop Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $780K in Q4 2019.
  • 351 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.