Advisor Group
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Advisor Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Advisor Group’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
2019
Q4 		$2.96M Buy
59,414
+1,288
+2% +$59.8K 0.02% 630
2019
Q3 		$2.52M Sell
58,126
-15,750
-21% -$697K 0.02% 660
2019
Q2 		$3.33M Buy
73,876
+31,391
+74% +$1.37M 0.03% 554
2019
Q1 		$1.89M Sell
42,485
-13,660
-24% -$596K 0.02% 741
2018
Q4 		$2.32M Buy
56,145
+2,489
+5% +$109K 0.02% 578
2018
Q3 		$2.51M Buy
53,656
+30,734
+134% +$1.37M 0.03% 564
2018
Q2 		$948K Buy
22,922
+8,952
+64% +$365K 0.01% 889
2018
Q1 		$557K Sell
13,970
-25,328
-64% -$1.05M 0.01% 1244
2017
Q4 		$1.57M Buy
39,298
+25,745
+190% +$1.03M 0.02% 657
2017
Q3 		$536K Buy
13,553
+8,107
+149% +$314K 0.01% 1160
2017
Q2 		$209K Sell
5,446
-95,886
-95% -$3.52M ﹤0.01% 1761
2017
Q1 		$3.62M Buy
101,332
+96,784
+2,128% +$3.38M 0.07% 282
2016
Q4 		$150K Sell
4,548
-946
-17% -$31.3K ﹤0.01% 1772
2016
Q3 		$189K Buy
5,494
+412
+8% +$14.4K ﹤0.01% 1550
2016
Q2 		$169K Buy
+5,082
New +$169K ﹤0.01% 1569

Other funds holding FHLC

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Full Sail Capital
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Group's FHLC Position: Q4 2019 in Review

Advisor Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.2% in Q4 2019, buying an estimated $59.8K and bringing the position to 59,414 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #630.

Advisor Group first reported a position in FHLC in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.62M in Q1 2017. 179 funds tracked by Wall St. Rank hold FHLC as of Q4 2019.

  • Advisor Group held 59,414 shares of Fidelity MSCI Health Care Index ETF worth $2.96M as of Q4 2019.
  • Advisor Group bought 1,288 Fidelity MSCI Health Care Index ETF shares in Q4 2019, an estimated $59.8K.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #630 holding.
  • Advisor Group first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Fidelity MSCI Health Care Index ETF position peaked at $3.62M in Q1 2017.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.