Lindbrook Capital’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Lindbrook Capital’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	$1.37K	Hold	20	–	–	﹤0.01%	2388
2024 Q4	$1.31K	Hold	20	–	–	﹤0.01%	2427
2024 Q3	$1.46K	Hold	20	–	–	﹤0.01%	2425
2024 Q2	$1.37K	Hold	20	–	–	﹤0.01%	2441
2024 Q1	$1.4K	Hold	20	–	–	﹤0.01%	2352
2023 Q4	$1.29K	Hold	20	–	–	﹤0.01%	2402
2023 Q3	$1.21K	Hold	20	–	–	﹤0.01%	2301
2023 Q2	$1.26K	Hold	20	–	–	﹤0.01%	2322
2023 Q1	$1.23K	Hold	20	–	–	﹤0.01%	2408
2022 Q4	$1.28K	Hold	20	–	–	﹤0.01%	2406
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	2319
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	2228
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	2226
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	1916
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1715
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1758
2021 Q1	$1K	Buy	+20	New	+$1.18K	﹤0.01%	1717
2019 Q1	–	Sell	-453	Closed	-$18K	–	1429
2018 Q4	$18K	Buy	+453	New	+$19.9K	0.01%	646

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Lindbrook Capital's FHLC Position: Q1 2025 in Review

Lindbrook Capital held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2025 at 20 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Lindbrook Capital first reported a position in FHLC in Q4 2018 and has held it in 18 quarters since. The position peaked at $18K in Q4 2018. 351 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

Lindbrook Capital held 20 shares of Fidelity MSCI Health Care Index ETF worth $1.37K as of Q1 2025.
Lindbrook Capital left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2025.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2388 holding.
Lindbrook Capital first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and has held it in 18 quarters since.
Lindbrook Capital's Fidelity MSCI Health Care Index ETF position peaked at $18K in Q4 2018.
351 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.