Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Fidelity MSCI Health Care Index ETF
FHLC
Stock Holding History
Sowell 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
2025
Q3
–
Sell
-3,474
Closed
-$222K
–
1096
2025
Q2
$222K
Buy
3,474
+316
+10%
+$20.1K
0.01%
918
2025
Q1
$216K
Buy
+3,158
New
+$217K
0.01%
904
2021
Q2
–
Sell
-31,855
Closed
-$1.96M
–
1261
2021
Q1
$1.96M
Sell
31,855
-8,648
-21%
-$512K
0.07%
249
2020
Q4
$2.34M
Buy
40,503
+2,337
+6%
+$129K
0.1%
185
2020
Q3
$2.01M
Sell
38,166
-28,916
-43%
-$1.51M
0.1%
182
2020
Q2
$3.34M
Sell
67,082
-3,365
-5%
-$163K
0.18%
115
2020
Q1
$3.03M
Buy
70,447
+68,527
+3,569%
+$3.25M
0.22%
107
2019
Q4
$96K
Buy
1,920
+841
+78%
+$39.1K
0.01%
930
2019
Q3
$47K
Buy
+1,079
New
+$47.8K
﹤0.01%
1014
Other funds holding FHLC
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
AM
AGF Management
Toronto, Ontario, Canada
$22.3B AUM
46.42%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
RT
Rockland Trust
Hanover, Massachusetts
$2.55B AUM
17.04%
1-Year Est. Return
LJAC
L.J. Altfest & Co
New York
$935M AUM
27.19%
1-Year Est. Return
WAM
Weatherly Asset Management
Del Mar, California
$1.24B AUM
22.2%
1-Year Est. Return
MSWM
McGlone Suttner Wealth Management
Appleton, Wisconsin
$755M AUM
16.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close