WA
FHLC icon

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

Wealthstar 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
2026
Q1 		$775K Sell
11,009
-135
-1% -$9.96K 0.46% 59
2025
Q4 		$828K Sell
11,144
-69
-0.6% -$4.97K 0.45% 52
2025
Q3 		$750K Buy
11,213
+317
+3% +$20.5K 0.3% 65
2025
Q2 		$697K Buy
10,896
+465
+4% +$29.6K 0.26% 73
2025
Q1 		$713K Buy
10,431
+363
+4% +$24.9K 0.33% 68
2024
Q4 		$658K Buy
+10,068
New +$700K 0.29% 67
2024
Q2 		– Sell
-10,182
Closed -$710K – 61
2024
Q1 		$710K Sell
10,182
-569
-5% -$38.5K 0.25% 55
2023
Q4 		$695K Sell
10,751
-290
-3% -$17.7K 0.26% 55
2023
Q3 		$669K Sell
11,041
-659
-6% -$41.4K 0.29% 42
2023
Q2 		$739K Buy
11,700
+1
+0% +$63 0.31% 36
2023
Q1 		$719K Buy
11,699
+588
+5% +$36.5K 0.31% 39
2022
Q4 		$711K Sell
11,111
-394
-3% -$24.6K 0.32% 36
2022
Q3 		$667K Buy
11,505
+82
+0.7% +$5.04K 0.32% 37
2022
Q2 		$690K Buy
11,423
+1
+0% +$62 0.29% 48
2022
Q1 		$753K Buy
11,422
+1
+0% +$64 0.28% 48
2021
Q4 		$782K Buy
11,421
+152
+1% +$9.99K 0.27% 40
2021
Q3 		$717K Buy
11,269
+401
+4% +$26.5K 0.26% 45
2021
Q2 		$690K Buy
+10,868
New +$669K 0.26% 47

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
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
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return