Financial Advocates Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-5,321	Closed	-$349K	–	716
2022 Q1	$349K	Hold	5,321	–	–	0.02%	533
2021 Q4	$365K	Buy	5,321 +1	+0%	+$66	0.02%	576
2021 Q3	$339K	Buy	5,320 +180	+4%	+$11.9K	0.02%	582
2021 Q2	$328K	Hold	5,140	–	–	0.02%	593
2021 Q1	$303K	Hold	5,140	–	–	0.02%	601
2020 Q4	$297K	Hold	5,140	–	–	0.02%	566
2020 Q3	$270K	Hold	5,140	–	–	0.02%	499
2020 Q2	$256K	Hold	5,140	–	–	0.02%	499
2020 Q1	$221K	Sell	5,140 -1,456	-22%	-$69K	0.03%	417
2019 Q4	$328K	Buy	6,596 +1	+0%	+$46	0.03%	383
2019 Q3	$286K	Hold	6,595	–	–	0.03%	385
2019 Q2	$297K	Sell	6,595 -2,876	-30%	-$125K	0.03%	371
2019 Q1	$421K	Buy	+9,471	New	+$413K	0.05%	305

Other funds holding FHLC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's FHLC Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 5,321 shares — an estimated $349K sold.

Financial Advocates Investment Management first reported a position in FHLC in Q1 2019 and held it in 13 quarters. The position peaked at $421K in Q1 2019. 277 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

Financial Advocates Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 5,321 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $349K.
Financial Advocates Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and held it in 13 quarters.
Financial Advocates Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $421K in Q1 2019.
277 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.