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Advisor Resource Council’s First Horizon FHN Stock Holding History

Advisor Resource Council’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-54,689
Closed -$1.06M – 319
2025
Q1 		$1.06M Buy
+54,689
New +$1.13M 0.09% 236
2023
Q1 		– Sell
-15,269
Closed -$374K – 269
2022
Q4 		$374K Sell
15,269
-7,905
-34% -$192K 0.18% 102
2022
Q3 		$531K Sell
23,174
-118,728
-84% -$2.7M 0.36% 78
2022
Q2 		$3.1M Buy
141,902
+76,907
+118% +$1.73M 0.29% 69
2022
Q1 		$1.53M Sell
64,995
-55,803
-46% -$1.11M 0.46% 62
2021
Q4 		$1.97M Buy
120,798
+69,563
+136% +$1.16M 0.15% 143
2021
Q3 		$835K Sell
51,235
-21,844
-30% -$348K 0.25% 102
2021
Q2 		$1.26M Buy
+73,079
New +$1.33M 0.13% 173

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return