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Secure Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Secure Asset Management’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
2024
Q1 		– Sell
-7,583
Closed -$491K – 235
2023
Q4 		$491K Sell
7,583
-76
-1% -$4.64K 0.13% 125
2023
Q3 		$464K Sell
7,659
-728
-9% -$45.7K 0.14% 125
2023
Q2 		$529K Sell
8,387
-53
-0.6% -$3.32K 0.16% 110
2023
Q1 		$519K Sell
8,440
-2,222
-21% -$138K 0.17% 113
2022
Q4 		$682K Buy
10,662
+2,206
+26% +$138K 0.25% 99
2022
Q3 		$488K Buy
8,456
+29
+0.3% +$1.78K 0.27% 72
2022
Q2 		$511K Buy
8,427
+480
+6% +$29.8K 0.28% 71
2022
Q1 		$522K Sell
7,947
-131
-2% -$8.34K 0.24% 89
2021
Q4 		$555K Sell
8,078
-130
-2% -$8.55K 0.22% 81
2021
Q3 		$524K Buy
8,208
+1,426
+21% +$94.2K 0.26% 69
2021
Q2 		$432K Buy
6,782
+3,137
+86% +$193K 0.22% 93
2021
Q1 		$215K Buy
+3,645
New +$216K 0.12% 164

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Secure Asset Management's FHLC Position: Q1 2024 in Review

Secure Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2024, closing a stake of 7,583 shares — an estimated $491K sold.

Secure Asset Management first reported a position in FHLC in Q1 2021 and held it in 12 quarters. The position peaked at $682K in Q4 2022. 322 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • Secure Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 7,583 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $491K.
  • Secure Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 12 quarters.
  • Secure Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $682K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.