FWM
FHLC icon

Filbrandt Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Filbrandt Wealth Management’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
2021
Q3 		$16K Sell
257
-299
-54% -$19.8K 0.01% 120
2021
Q2 		$35K Buy
556
+2
+0.4% +$123 0.02% 100
2021
Q1 		$33K Buy
+554
New +$32.8K 0.02% 99

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Filbrandt Wealth Management's FHLC Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 54% in Q3 2021, selling an estimated $19.8K and leaving 257 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #120.

Filbrandt Wealth Management first reported a position in FHLC in Q1 2021 and has held it in 3 quarters since. The position peaked at $35K in Q2 2021. 242 funds tracked by Wall St. Rank hold FHLC as of Q3 2021.

  • Filbrandt Wealth Management held 257 shares of Fidelity MSCI Health Care Index ETF worth $16K as of Q3 2021.
  • Filbrandt Wealth Management sold 299 Fidelity MSCI Health Care Index ETF shares in Q3 2021, an estimated $19.8K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #120 holding.
  • Filbrandt Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 3 quarters since.
  • Filbrandt Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $35K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.