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FHLC icon

Orion Portfolio Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.42M Sell
20,749
-801
-4% -$55K 0.01% 893
2024
Q4 		$1.41M Buy
21,550
+8,659
+67% +$602K 0.01% 874
2024
Q3 		$938K Sell
12,891
-851
-6% -$60.9K 0.01% 1070
2024
Q2 		$943K Buy
+13,742
New +$929K 0.01% 1023
2024
Q1 		– Sell
-3,220
Closed -$214K – 1706
2023
Q4 		$214K Sell
3,220
-36,167
-92% -$2.21M ﹤0.01% 1548
2023
Q3 		$2.39M Sell
39,387
-72,243
-65% -$4.54M 0.03% 539
2023
Q2 		$3.66M Buy
111,630
+78,068
+233% +$4.9M 0.04% 412
2023
Q1 		$2.06M Buy
33,562
+23,304
+227% +$1.45M 0.03% 581
2022
Q4 		$656K Buy
10,258
+5,116
+99% +$320K 0.02% 414
2022
Q3 		$296K Buy
+5,142
New +$316K 0.01% 576
2020
Q3 		– Sell
-650
Closed -$32K – 967
2020
Q2 		$32K Buy
+650
New +$31.5K ﹤0.01% 811

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return