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Mather Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mather Group’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 		$42.2K Buy
+600
New +$44.3K ﹤0.01% 1093
2025
Q4 		– Sell
-600
Closed -$40.1K – 984
2025
Q3 		$40.1K Buy
+600
New +$38.8K ﹤0.01% 954
2025
Q2 		– Sell
-600
Closed -$41K – 986
2025
Q1 		$41K Hold
600
– – ﹤0.01% 932
2024
Q4 		$39.2K Hold
600
– – ﹤0.01% 919
2024
Q3 		$43.7K Sell
600
-7,728
-93% -$553K ﹤0.01% 908
2024
Q2 		$581K Buy
8,328
+5,482
+193% +$370K 0.01% 383
2024
Q1 		$184K Buy
+2,846
New +$193K ﹤0.01% 543
2023
Q3 		– Sell
-600
Closed -$37.9K – 560
2023
Q2 		$37.9K Buy
+600
New +$37.6K ﹤0.01% 573
2022
Q4 		– Sell
-8,194
Closed -$472K – 489
2022
Q3 		$472K Buy
8,194
+524
+7% +$32.2K 0.01% 290
2022
Q2 		$465K Buy
7,670
+945
+14% +$58.7K 0.01% 256
2022
Q1 		$442K Buy
6,725
+103
+2% +$6.56K 0.01% 282
2021
Q4 		$455K Buy
6,622
+166
+3% +$10.9K 0.01% 239
2021
Q3 		$412K Buy
+6,456
New +$427K 0.01% 189

Other funds holding FHLC

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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