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 $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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Prospera Financial Services's FHLC Position: Q2 2022 in Review

Prospera Financial Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 1,769 shares — an estimated $116K sold.

Prospera Financial Services first reported a position in FHLC in Q3 2015 and held it in 4 quarters. The position peaked at $518K in Q4 2015. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

Prospera Financial Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 1,769 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $116K.
Prospera Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2015 and held it in 4 quarters.
Prospera Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $518K in Q4 2015.
276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.