Reitz Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Reitz Capital Advisors’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
2023 Q3	–	Sell	-3,670	Closed	-$232K	–	56
2023 Q2	$232K	Hold	3,670	–	–	0.21%	41
2023 Q1	$226K	Sell	3,670 -500	-12%	-$31K	0.21%	44
2022 Q4	$267K	Hold	4,170	–	–	0.25%	40
2022 Q3	$240K	Sell	4,170 -510	-11%	-$31.4K	0.22%	39
2022 Q2	$284K	Hold	4,680	–	–	0.25%	38
2022 Q1	$307K	Buy	4,680 +200	+4%	+$12.7K	0.22%	39
2021 Q4	$286K	Hold	4,480	–	–	0.2%	35
2021 Q3	$286K	Hold	4,480	–	–	0.21%	35
2021 Q2	$286K	Buy	4,480 +200	+5%	+$12.3K	0.2%	35
2021 Q1	$252K	Hold	4,280	–	–	0.19%	42
2020 Q4	$247K	Hold	4,280	–	–	0.2%	43
2020 Q3	$225K	Buy	4,280 +3,495	+445%	+$183K	0.2%	45
2020 Q2	$39K	Buy	+785	New	+$38K	0.05%	73

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

FSC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Reitz Capital Advisors's FHLC Position: Q3 2023 in Review

Reitz Capital Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2023, closing a stake of 3,670 shares — an estimated $232K sold.

Reitz Capital Advisors first reported a position in FHLC in Q2 2020 and held it in 13 quarters. The position peaked at $307K in Q1 2022. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

Reitz Capital Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 3,670 Fidelity MSCI Health Care Index ETF shares in Q3 2023, an estimated $232K.
Reitz Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and held it in 13 quarters.
Reitz Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $307K in Q1 2022.
294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.