AE Wealth Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $627K | Sell |
27,564
-1,049
| -4% | -$25.1K | ﹤0.01% | 1004 |
|
|
2025
Q4 | $684K | Buy |
28,613
+5,766
| +25% | +$129K | ﹤0.01% | 931 |
|
|
2025
Q3 | $517K | Buy |
22,847
+2,200
| +11% | +$48.9K | ﹤0.01% | 965 |
|
|
2025
Q2 | $438K | Sell |
20,647
-436,289
| -95% | -$8.31M | ﹤0.01% | 973 |
|
|
2025
Q1 | $8.87M | Buy |
456,936
+441,970
| +2,953% | +$9.1M | 0.07% | 253 |
|
|
2024
Q4 | $301K | Sell |
14,966
-227,459
| -94% | -$4.28M | ﹤0.01% | 1103 |
|
|
2024
Q3 | $3.76M | Buy |
242,425
+7,620
| +3% | +$121K | 0.03% | 387 |
|
|
2024
Q2 | $3.7M | Buy |
+234,805
| New | +$3.56M | 0.04% | 393 |
|
|
2024
Q1 | – | Sell |
-43,479
| Closed | -$637K | – | 1433 |
|
|
2023
Q4 | $637K | Buy |
43,479
+11,169
| +35% | +$134K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $356K | Buy |
32,310
+13,285
| +70% | +$165K | ﹤0.01% | 1530 |
|
|
2023
Q2 | $214K | Buy |
19,025
+2,383
| +14% | +$31.9K | ﹤0.01% | 1718 |
|
|
2023
Q1 | $296K | Sell |
16,642
-6,708
| -29% | -$149K | ﹤0.01% | 1561 |
|
|
2022
Q4 | $572K | Sell |
23,350
-962
| -4% | -$23.3K | ﹤0.01% | 1242 |
|
|
2022
Q3 | $557K | Sell |
24,312
-4,691
| -16% | -$107K | ﹤0.01% | 1202 |
|
|
2022
Q2 | $634K | Sell |
29,003
-4,018
| -12% | -$90.3K | 0.01% | 1080 |
|
|
2022
Q1 | $776K | Sell |
33,021
-1,504
| -4% | -$30K | 0.01% | 1024 |
|
|
2021
Q4 | $564K | Sell |
34,525
-2,694
| -7% | -$44.9K | ﹤0.01% | 1212 |
|
|
2021
Q3 | $606K | Buy |
37,219
+5,277
| +17% | +$84.1K | 0.01% | 1086 |
|
|
2021
Q2 | $552K | Sell |
31,942
-72,440
| -69% | -$1.32M | ﹤0.01% | 1113 |
|
|
2021
Q1 | $1.76M | Sell |
104,382
-22,922
| -18% | -$363K | 0.02% | 606 |
|
|
2020
Q4 | $1.62M | Sell |
127,304
-82,847
| -39% | -$971K | 0.02% | 554 |
|
|
2020
Q3 | $1.98M | Buy |
+210,151
| New | +$1.98M | 0.03% | 420 |
|
|
2019
Q4 | – | Sell |
-58,199
| Closed | -$943K | – | 1147 |
|
|
2019
Q3 | $943K | Hold |
58,199
| – | – | 0.03% | 462 |
|
|
2019
Q2 | $869K | Hold |
58,199
| – | – | 0.03% | 444 |
|
|
2019
Q1 | $814K | Sell |
58,199
-131
| -0.2% | -$1.94K | 0.06% | 242 |
|
|
2018
Q4 | $768K | Buy |
58,330
+332
| +0.6% | +$5.17K | 0.13% | 181 |
|
|
2018
Q3 | $1M | Buy |
57,998
+7
| +0% | +$126 | 0.06% | 212 |
|
|
2018
Q2 | $1.03M | Buy |
57,991
+90
| +0.2% | +$1.69K | 0.07% | 165 |
|
|
2018
Q1 | $1.09M | Buy |
+57,901
| New | +$1.14M | 0.08% | 147 |
|
Other funds holding FHN
VPM
VCM
NRCM
AE Wealth Management's FHN Position: Q1 2026 in Review
AE Wealth Management reduced its First Horizon (FHN) stake by 3.7% in Q1 2026, selling an estimated $25.1K and leaving 27,564 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.
AE Wealth Management first reported a position in FHN in Q1 2018 and has held it in 29 quarters since. The position peaked at $8.87M in Q1 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.
- AE Wealth Management held 27,564 shares of First Horizon worth $627K as of Q1 2026.
- AE Wealth Management sold 1,049 First Horizon shares in Q1 2026, an estimated $25.1K.
- First Horizon made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1004 holding.
- AE Wealth Management first reported a position in First Horizon in Q1 2018 and has held it in 29 quarters since.
- AE Wealth Management's First Horizon position peaked at $8.87M in Q1 2025.
- 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.