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

Aptus Capital 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
2026 Q1	$13.4K	Sell	191 -114	-37%	-$8.41K	﹤0.01%	1454
2025 Q4	$22.7K	Buy	305 +1	+0.3%	+$72	﹤0.01%	1396
2025 Q3	$20.3K	Buy	304 +1	+0.3%	+$65	﹤0.01%	1346
2025 Q2	$19.4K	Buy	303 +1	+0.3%	+$64	﹤0.01%	1287
2025 Q1	$20.7K	Sell	302 -10	-3%	-$687	﹤0.01%	1199
2024 Q4	$20.4K	Buy	312 +11	+4%	+$764	﹤0.01%	1211
2024 Q3	$21.9K	Buy	301 +191	+174%	+$13.7K	﹤0.01%	1026
2024 Q2	$7.55K	Buy	+110	New	+$7.43K	﹤0.01%	1043
2023 Q3	–	Sell	-344	Closed	-$21.7K	–	914
2023 Q2	$21.7K	Buy	+344	New	+$21.6K	﹤0.01%	649
2022 Q1	–	Sell	-53,068	Closed	-$3.64M	–	696
2021 Q4	$3.64M	Buy	+53,068	New	+$3.49M	0.12%	120

Other funds holding FHLC

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return