Retirement Planning Group (Kansas)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Retirement Planning Group (Kansas)’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	$896K	Sell	12,740 -278	-2%	-$20.5K	0.03%	216
2025 Q4	$967K	Sell	13,018 -11	-0.1%	-$792	0.03%	196
2025 Q3	$871K	Buy	13,029 +70	+0.5%	+$4.52K	0.03%	197
2025 Q2	$829K	Buy	12,959 +13	+0.1%	+$828	0.04%	168
2025 Q1	$884K	Hold	12,946	–	–	0.04%	148
2024 Q4	$846K	Hold	12,946	–	–	0.04%	140
2024 Q3	$942K	Hold	12,946	–	–	0.05%	126
2024 Q2	$888K	Sell	12,946 -104	-0.8%	-$7.03K	0.06%	111
2024 Q1	$911K	Sell	13,050 -883	-6%	-$59.8K	0.07%	107
2023 Q4	$901K	Buy	+13,933	New	+$851K	0.08%	86

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return