Prospera Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Prospera Financial 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
2022 Q2	–	Sell	-1,769	Closed	-$116K	–	1946
2022 Q1	$116K	Buy	+1,769	New	+$113K	﹤0.01%	1067
2020 Q4	–	Sell	-875	Closed	-$46K	–	961
2020 Q3	$46K	Buy	+875	New	+$45.7K	0.02%	645
2016 Q1	–	Sell	-15,008	Closed	-$518K	–	348
2015 Q4	$518K	Buy	15,008 +4,191	+39%	+$142K	0.11%	124
2015 Q3	$344K	Buy	+10,817	New	+$382K	0.09%	168

Other funds holding FHLC

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return