SYM Financial Corp’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SYM Financial Corp’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-100	Closed	-$28.6K	–	557
2026 Q2	$28.6K	Buy	+100	New	+$26.1K	﹤0.01%	453
2026 Q1	–	Sell	-100	Closed	-$22.5K	–	435
2025 Q4	$22.5K	Buy	+100	New	+$22.7K	﹤0.01%	389
2025 Q3	–	Sell	-100	Closed	-$19.7K	–	435
2025 Q2	$19.7K	Buy	+100	New	+$17.3K	﹤0.01%	386
2024 Q2	–	Sell	-100	Closed	-$15.6K	–	269
2024 Q1	$15.6K	Sell	100 -335	-77%	-$50.5K	﹤0.01%	150
2023 Q4	$62.5K	Hold	435	–	–	0.01%	129
2023 Q3	$53.5K	Buy	+435	New	+$56K	0.01%	127

Other funds holding FTEC

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

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

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

SYM Financial Corp sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2026, closing a stake of 100 shares — an estimated $28.6K sold.

SYM Financial Corp first reported a position in FTEC in Q3 2023 and held it in 6 quarters. The position peaked at $62.5K in Q4 2023. 376 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 100 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $28.6K.
SYM Financial Corp first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2023 and held it in 6 quarters.
SYM Financial Corp's Fidelity MSCI Information Technology Index ETF position peaked at $62.5K in Q4 2023.
376 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

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