FFS
FHLC icon

Founders Financial Securities’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Founders Financial Securities’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
2026
Q1 		$352K Sell
4,911
-571
-10% -$42.1K 0.02% 425
2025
Q4 		$407K Buy
5,482
+574
+12% +$41.3K 0.02% 418
2025
Q3 		$328K Buy
4,908
+4
+0.1% +$258 0.02% 414
2025
Q2 		$314K Sell
4,904
-427
-8% -$27.2K 0.02% 408
2025
Q1 		$347K Sell
5,331
-79
-1% -$5.42K 0.03% 373
2024
Q4 		$354K Sell
5,410
-336
-6% -$23.3K 0.03% 356
2024
Q3 		$418K Buy
5,746
+3
+0.1% +$215 0.04% 296
2024
Q2 		$394K Buy
5,743
+3
+0.1% +$203 0.04% 316
2024
Q1 		$400K Sell
5,740
-4,573
-44% -$310K 0.04% 288
2023
Q4 		$667K Buy
10,313
+4,774
+86% +$292K 0.07% 216
2023
Q3 		$336K Sell
5,539
-549
-9% -$34.5K 0.04% 254
2023
Q2 		$384K Buy
6,088
+3
+0% +$188 0.05% 241
2023
Q1 		$374K Sell
6,085
-109
-2% -$6.76K 0.05% 236
2022
Q4 		$396K Sell
6,194
-265
-4% -$16.6K 0.06% 215
2022
Q3 		$372K Buy
+6,459
New +$397K 0.07% 207

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 $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return