First Command Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

First Command Advisory Services’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	–	Sell	-138	Closed	-$8.93K	–	612
2023 Q4	$8.93K	Buy	138 +19	+16%	+$1.16K	﹤0.01%	352
2023 Q3	$7.21K	Buy	+119	New	+$7.48K	﹤0.01%	362
2020 Q4	–	Sell	-3	Closed	–	–	52
2020 Q3	$0	Buy	+3	New	+$157	﹤0.01%	53

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

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

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

First Command Advisory Services's FHLC Position: Q1 2024 in Review

First Command Advisory Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2024, closing a stake of 138 shares — an estimated $8.93K sold.

First Command Advisory Services first reported a position in FHLC in Q3 2020 and held it in 3 quarters. The position peaked at $8.93K in Q4 2023. 321 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

First Command Advisory Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2024 after selling out during the quarter.
First Command Advisory Services sold 138 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $8.93K.
First Command Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and held it in 3 quarters.
First Command Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $8.93K in Q4 2023.
321 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on First Command Advisory Services's 13F filing for Q1 2024, filed 2 May 2024.