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

Cetera Advisor Networks’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
2024
Q1 		$9.5M Buy
136,211
+42,775
+46% +$2.9M 0.05% 391
2023
Q4 		$6.04M Sell
93,436
-6,682
-7% -$408K 0.03% 494
2023
Q3 		$6.07M Sell
100,118
-8,823
-8% -$554K 0.04% 446
2023
Q2 		$6.88M Sell
108,941
-2,694
-2% -$169K 0.05% 386
2023
Q1 		$6.86M Buy
111,635
+7,216
+7% +$448K 0.05% 371
2022
Q4 		$6.68M Buy
104,419
+91,864
+732% +$5.74M 0.05% 360
2022
Q3 		$724K Sell
12,555
-845
-6% -$52K 0.01% 1073
2022
Q2 		$813K Buy
13,400
+6,636
+98% +$412K 0.01% 984
2022
Q1 		$444K Buy
6,764
+842
+14% +$53.6K 0.01% 1363
2021
Q4 		$407K Buy
5,922
+372
+7% +$24.5K 0.01% 1407
2021
Q3 		$354K Sell
5,550
-1,233
-18% -$81.5K ﹤0.01% 1425
2021
Q2 		$432K Buy
6,783
+420
+7% +$25.9K 0.01% 1267
2021
Q1 		$375K Buy
6,363
+1,288
+25% +$76.2K 0.01% 1010
2020
Q4 		$293K Buy
5,075
+93
+2% +$5.13K 0.01% 1057
2020
Q3 		$262K Buy
4,982
+825
+20% +$43.1K 0.01% 1000
2020
Q2 		$207K Buy
+4,157
New +$201K 0.01% 1105

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Cetera Advisor Networks's FHLC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 46% in Q1 2024, buying an estimated $2.9M and bringing the position to 136,211 shares worth $9.5M. The position accounts for 0.05% of the portfolio, ranked #391.

Cetera Advisor Networks first reported a position in FHLC in Q2 2020 and has held it in 16 quarters since. 321 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • Cetera Advisor Networks held 136,211 shares of Fidelity MSCI Health Care Index ETF worth $9.5M as of Q1 2024.
  • Cetera Advisor Networks bought 42,775 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $2.9M.
  • Fidelity MSCI Health Care Index ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #391 holding.
  • Cetera Advisor Networks first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and has held it in 16 quarters since.
  • 321 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.