Avantax Advisory Services’s First Horizon FHN Stock Holding History

Avantax Advisory Services’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	$342K	Buy	16,142 +4,871	+43%	+$92.8K	﹤0.01%	1817
2025 Q1	$219K	Buy	+11,271	New	+$232K	﹤0.01%	2051
2024 Q1	–	Sell	-13,623	Closed	-$193K	–	1685
2023 Q4	$193K	Sell	13,623 -472	-3%	-$5.68K	﹤0.01%	1481
2023 Q3	$155K	Buy	14,095 +633	+5%	+$7.84K	﹤0.01%	1458
2023 Q2	$152K	Buy	13,462 +70	+0.5%	+$938	﹤0.01%	1422
2023 Q1	$238K	Buy	13,392 +46	+0.3%	+$1.02K	﹤0.01%	1279
2022 Q4	$327K	Buy	13,346 +52	+0.4%	+$1.26K	﹤0.01%	1059
2022 Q3	$304K	Sell	13,294 -67	-0.5%	-$1.52K	﹤0.01%	1003
2022 Q2	$292K	Buy	13,361 +356	+3%	+$8K	﹤0.01%	1023
2022 Q1	$305K	Buy	+13,005	New	+$259K	﹤0.01%	989
2021 Q2	–	Sell	-16,946	Closed	-$284K	–	1145
2021 Q1	$284K	Buy	+16,946	New	+$268K	0.01%	830
2020 Q4	–	Sell	-13,906	Closed	-$132K	–	1072
2020 Q3	$132K	Buy	+13,906	New	+$131K	﹤0.01%	1279

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Avantax Advisory Services's FHN Position: Q2 2025 in Review

Avantax Advisory Services increased its First Horizon (FHN) stake by 43% in Q2 2025, buying an estimated $92.8K and bringing the position to 16,142 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Avantax Advisory Services first reported a position in FHN in Q3 2020 and has held it in 12 quarters since. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

Avantax Advisory Services held 16,142 shares of First Horizon worth $342K as of Q2 2025.
Avantax Advisory Services bought 4,871 First Horizon shares in Q2 2025, an estimated $92.8K.
First Horizon made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1817 holding.
Avantax Advisory Services first reported a position in First Horizon in Q3 2020 and has held it in 12 quarters since.
555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.