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

Stratos 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
2024 Q4	–	Sell	-12,059	Closed	-$878K	–	736
2024 Q3	$878K	Buy	12,059 +182	+2%	+$13K	0.04%	380
2024 Q2	$815K	Buy	11,877 +551	+5%	+$37.2K	0.04%	372
2024 Q1	$790K	Buy	11,326 +63	+0.6%	+$4.27K	0.05%	368
2023 Q4	$729K	Buy	+11,263	New	+$688K	0.04%	389

Other funds holding FHLC

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

Stratos Wealth Advisors's FHLC Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 12,059 shares — an estimated $878K sold.

Stratos Wealth Advisors first reported a position in FHLC in Q4 2023 and held it in 4 quarters. The position peaked at $878K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

Stratos Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 12,059 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $878K.
Stratos Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 4 quarters.
Stratos Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $878K in Q3 2024.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.