KIM
FHLC icon

Kestra Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Kestra Investment 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
Q1 		– Sell
-50
Closed -$3.27K – 1071
2024
Q4 		$3.27K Buy
+50
New +$3.47K ﹤0.01% 970

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 $861M AUM 14.77% 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

Kestra Investment Management's FHLC Position: Q1 2025 in Review

Kestra Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 50 shares — an estimated $3.27K sold.

Kestra Investment Management first reported a position in FHLC in Q4 2024 and held it in 1 quarter. The position peaked at $3.27K in Q4 2024. 352 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Kestra Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 50 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $3.27K.
  • Kestra Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $3.27K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.