EverSource Wealth Advisors’s Frontdoor FTDR Stock Holding History

EverSource Wealth Advisors’s Portfolio FTDR Stock Details FTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.4K	Buy	669 +128	+24%	+$7.64K	﹤0.01%	2141
2025 Q4	$31.2K	Buy	541 +3	+0.6%	+$176	﹤0.01%	2078
2025 Q3	$36.2K	Sell	538 -261	-33%	-$15.9K	﹤0.01%	1939
2025 Q2	$47.1K	Buy	799 +497	+165%	+$24.9K	﹤0.01%	1654
2025 Q1	$11.6K	Sell	302 -125	-29%	-$6.37K	﹤0.01%	2026
2024 Q4	$23.3K	Buy	427 +163	+62%	+$8.84K	﹤0.01%	1534
2024 Q3	$12.7K	Buy	264 +27	+11%	+$1.17K	﹤0.01%	1738
2024 Q2	$9.35K	Buy	237 +24	+11%	+$809	﹤0.01%	1896
2024 Q1	$6.54K	Buy	213 +69	+48%	+$2.24K	﹤0.01%	1913
2023 Q4	$5.07K	Hold	144	–	–	﹤0.01%	1854
2023 Q3	$4.41K	Hold	144	–	–	﹤0.01%	1749
2023 Q2	$4.59K	Buy	144 +18	+14%	+$536	﹤0.01%	1762
2023 Q1	$3.51K	Hold	126	–	–	﹤0.01%	1755
2022 Q4	$2.62K	Hold	126	–	–	﹤0.01%	1829
2022 Q3	$3K	Buy	+126	New	+$3.09K	﹤0.01%	1532
2022 Q1	–	Sell	-53	Closed	-$2K	–	1761
2021 Q4	$2K	Buy	+53	New	+$2.01K	﹤0.01%	1542

Other funds holding FTDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return