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Wealthspire Advisors (New York)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-235
Closed -$15.7K – 1667
2025
Q3 		$15.7K Sell
235
-7,322
-97% -$473K ﹤0.01% 1802
2025
Q2 		$483K Buy
7,557
+29
+0.4% +$1.85K ﹤0.01% 548
2025
Q1 		$514K Hold
7,528
– – ﹤0.01% 509
2024
Q4 		$492K Buy
7,528
+235
+3% +$16.3K ﹤0.01% 518
2024
Q3 		$531K Hold
7,293
– – 0.01% 486
2024
Q2 		$500K Buy
+7,293
New +$493K 0.01% 431

Other funds holding FHLC

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Wealthspire Advisors (New York)'s FHLC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2025, closing a stake of 235 shares — an estimated $15.7K sold.

Wealthspire Advisors (New York) first reported a position in FHLC in Q2 2024 and held it in 6 quarters. The position peaked at $531K in Q3 2024. 357 funds tracked by Wall St. Rank hold FHLC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 235 Fidelity MSCI Health Care Index ETF shares in Q4 2025, an estimated $15.7K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Health Care Index ETF position peaked at $531K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.