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

American Portfolios 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
2022 Q3	$163K	Buy	2,831 +268	+10%	+$16.5K	0.01%	1103
2022 Q2	$155K	Buy	2,563 +141	+6%	+$8.75K	0.01%	1168
2022 Q1	$159K	Buy	2,422 +207	+9%	+$13.2K	0.01%	1280
2021 Q4	$152K	Buy	2,215 +1,127	+104%	+$74.1K	0.01%	1299
2021 Q3	$69.5K	Buy	1,088 +540	+99%	+$35.7K	﹤0.01%	1613
2021 Q2	$34.9K	Buy	548 +155	+39%	+$9.55K	﹤0.01%	1918
2021 Q1	$23.2K	Buy	393 +35	+10%	+$2.07K	﹤0.01%	1989
2020 Q4	$20.7K	Hold	358	–	–	﹤0.01%	1800
2020 Q3	$18.8K	Buy	358 +100	+39%	+$5.23K	﹤0.01%	1720
2020 Q2	$12.8K	Hold	258	–	–	﹤0.01%	1829
2020 Q1	$11.1K	Buy	258 +224	+659%	+$10.6K	﹤0.01%	1762
2019 Q4	$1.69K	Hold	34	–	–	﹤0.01%	2608
2019 Q3	$1.48K	Hold	34	–	–	﹤0.01%	2578
2019 Q2	$1.53K	Hold	34	–	–	﹤0.01%	2533
2019 Q1	$1.51K	Hold	34	–	–	﹤0.01%	2427
2018 Q4	$1.41K	Buy	+34	New	+$1.49K	﹤0.01%	2208

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's FHLC Position: Q3 2022 in Review

American Portfolios Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 10% in Q3 2022, buying an estimated $16.5K and bringing the position to 2,831 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #1103.

American Portfolios Advisors first reported a position in FHLC in Q4 2018 and has held it in 16 quarters since. 270 funds tracked by Wall St. Rank hold FHLC as of Q3 2022.

American Portfolios Advisors held 2,831 shares of Fidelity MSCI Health Care Index ETF worth $163K as of Q3 2022.
American Portfolios Advisors bought 268 Fidelity MSCI Health Care Index ETF shares in Q3 2022, an estimated $16.5K.
Fidelity MSCI Health Care Index ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1103 holding.
American Portfolios Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and has held it in 16 quarters since.
270 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.