U.S. Capital Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-1,977	Closed	-$126K	–	940
2022 Q4	$126K	Buy	+1,977	New	+$124K	0.01%	695

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 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIA

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

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

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

U.S. Capital Wealth Advisors's FHLC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2023, closing a stake of 1,977 shares — an estimated $126K sold.

U.S. Capital Wealth Advisors first reported a position in FHLC in Q4 2022 and held it in 1 quarter. The position peaked at $126K in Q4 2022. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,977 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $126K.
U.S. Capital Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $126K in Q4 2022.
286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.