SYM Financial Corp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SYM Financial Corp’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 Q3	–	Sell	-468	Closed	-$36.1K	–	550
2026 Q2	$36.1K	Buy	+468	New	+$33.6K	﹤0.01%	448
2026 Q1	–	Sell	-468	Closed	-$34.7K	–	430
2025 Q4	$34.7K	Buy	+468	New	+$33.7K	﹤0.01%	370
2025 Q3	–	Sell	-468	Closed	-$29.9K	–	428
2025 Q2	$29.9K	Buy	+468	New	+$29.8K	﹤0.01%	374
2024 Q2	–	Sell	-1,075	Closed	-$75K	–	265
2024 Q1	$75K	Sell	1,075 -1,850	-63%	-$125K	0.01%	115
2023 Q4	$189K	Sell	2,925 -575	-16%	-$35.1K	0.03%	103
2023 Q3	$212K	Buy	+3,500	New	+$220K	0.04%	86

Other funds holding FHLC

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SYM Financial Corp's FHLC Position: Q3 2026 in Review

SYM Financial Corp sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2026, closing a stake of 468 shares — an estimated $36.1K sold.

SYM Financial Corp first reported a position in FHLC in Q3 2023 and held it in 6 quarters. The position peaked at $212K in Q3 2023. 209 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 468 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $36.1K.
SYM Financial Corp first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and held it in 6 quarters.
SYM Financial Corp's Fidelity MSCI Health Care Index ETF position peaked at $212K in Q3 2023.
209 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.