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

BDO 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
2022 Q1	–	Sell	-115	Closed	-$8K	–	1081
2021 Q4	$8K	Hold	115	–	–	﹤0.01%	757
2021 Q3	$7K	Hold	115	–	–	﹤0.01%	778
2021 Q2	$7K	Hold	115	–	–	﹤0.01%	810
2021 Q1	$7K	Hold	115	–	–	﹤0.01%	795
2020 Q4	$7K	Hold	115	–	–	﹤0.01%	590
2020 Q3	$6K	Sell	115 -1,000	-90%	-$52.3K	﹤0.01%	537
2020 Q2	$55K	Hold	1,115	–	–	0.01%	317
2020 Q1	$48K	Buy	+1,115	New	+$52.8K	0.01%	336

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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return