MA
FHLC icon

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

Maxele 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
Q4 		$1.64M Buy
22,037
+108
+0.5% +$7.78K 1.33% 21
2025
Q3 		$1.47M Sell
21,929
-37
-0.2% -$2.39K 1.26% 25
2025
Q2 		$1.4M Buy
21,966
+138
+0.6% +$8.79K 1.23% 24
2025
Q1 		$1.49M Buy
21,828
+308
+1% +$21.1K 1.44% 20
2024
Q4 		$1.41M Buy
+21,520
New +$1.5M 1.34% 21
2022
Q3 		$1.05M Buy
18,128
+423
+2% +$26K 1.75% 14
2022
Q2 		$1.07M Buy
17,705
+722
+4% +$44.8K 1.69% 15
2022
Q1 		$1.12M Sell
16,983
-162
-0.9% -$10.3K 1.38% 19
2021
Q4 		$1.18M Buy
+17,145
New +$1.13M 1.36% 19

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return