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Fi3 Financial Advisors’s Nasdaq NDAQ Stock Holding History

Fi3 Financial Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,449
Closed -$238K – 235
2025
Q4 		$238K Sell
2,449
-378
-13% -$34K 0.07% 161
2025
Q3 		$250K Buy
2,827
+204
+8% +$18.9K 0.08% 121
2025
Q2 		$235K Buy
+2,623
New +$209K 0.08% 136

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fi3 Financial Advisors's NDAQ Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,449 shares — an estimated $238K sold.

Fi3 Financial Advisors first reported a position in NDAQ in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Fi3 Financial Advisors reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 2,449 Nasdaq shares in Q1 2026, an estimated $238K.
  • Fi3 Financial Advisors first reported a position in Nasdaq in Q2 2025 and held it in 3 quarters.
  • Fi3 Financial Advisors's Nasdaq position peaked at $250K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.