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

Cetera 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
2024
Q1 		$2.52M Buy
36,107
+26,167
+263% +$1.77M 0.02% 714
2023
Q4 		$643K Sell
9,940
-517
-5% -$31.6K 0.01% 984
2023
Q3 		$633K Buy
10,457
+7,150
+216% +$449K 0.01% 932
2023
Q2 		$209K Sell
3,307
-6,468
-66% -$406K ﹤0.01% 1484
2023
Q1 		$601K Buy
9,775
+7
+0.1% +$434 0.01% 930
2022
Q4 		$625K Buy
+9,768
New +$611K 0.01% 869
2021
Q1 		– Sell
-8,368
Closed -$483K – 1224
2020
Q4 		$483K Sell
8,368
-1,678
-17% -$92.6K 0.02% 652
2020
Q3 		$528K Sell
10,046
-501
-5% -$26.2K 0.02% 535
2020
Q2 		$525K Sell
10,547
-38,390
-78% -$1.86M 0.02% 516
2020
Q1 		$2.1M Sell
48,937
-8,264
-14% -$392K 0.11% 185
2019
Q4 		$2.85M Sell
57,201
-2,525
-4% -$117K 0.12% 168
2019
Q3 		$2.59M Buy
59,726
+712
+1% +$31.5K 0.11% 177
2019
Q2 		$2.65M Buy
59,014
+597
+1% +$26K 0.12% 175
2019
Q1 		$2.6M Buy
58,417
+7,069
+14% +$308K 0.13% 156
2018
Q4 		$2.12M Buy
51,348
+186
+0.4% +$8.18K 0.12% 170
2018
Q3 		$2.4M Buy
51,162
+7,989
+19% +$356K 0.12% 174
2018
Q2 		$1.78M Buy
43,173
+29
+0.1% +$1.18K 0.1% 209
2018
Q1 		$1.71M Sell
43,144
-351
-0.8% -$14.5K 0.1% 203
2017
Q4 		$1.73M Buy
43,495
+964
+2% +$38.4K 0.11% 193
2017
Q3 		$1.68M Sell
42,531
-1,101
-3% -$42.6K 0.1% 218
2017
Q2 		$1.67M Buy
43,632
+1,030
+2% +$37.8K 0.1% 210
2017
Q1 		$1.52M Buy
42,602
+6,049
+17% +$212K 0.1% 217
2016
Q4 		$1.2M Buy
+36,553
New +$1.21M 0.09% 234

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 Advisors's FHLC Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 263% in Q1 2024, buying an estimated $1.77M and bringing the position to 36,107 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #714.

Cetera Advisors first reported a position in FHLC in Q4 2016 and has held it in 23 quarters since. The position peaked at $2.85M in Q4 2019. 321 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • Cetera Advisors held 36,107 shares of Fidelity MSCI Health Care Index ETF worth $2.52M as of Q1 2024.
  • Cetera Advisors bought 26,167 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $1.77M.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #714 holding.
  • Cetera Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2016 and has held it in 23 quarters since.
  • Cetera Advisors's Fidelity MSCI Health Care Index ETF position peaked at $2.85M in Q4 2019.
  • 321 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

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