First Community Trust’s Adams Diversified Equity Fund ADX Stock Holding History

First Community Trust’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$120K	Hold	4,680	–	–	0.04%	127
2026 Q2	$120K	Hold	4,680	–	–	0.05%	111
2026 Q1	$102K	Hold	4,680	–	–	0.08%	115
2025 Q4	$109K	Hold	4,680	–	–	0.08%	109
2025 Q3	$104K	Hold	4,680	–	–	0.08%	110
2025 Q2	$102K	Hold	4,680	–	–	0.08%	114
2025 Q1	$88.9K	Hold	4,680	–	–	0.08%	127
2024 Q4	$94.5K	Hold	4,680	–	–	0.07%	129
2024 Q3	$101K	Sell	4,680 -1,970	-30%	-$41.9K	0.08%	123
2024 Q2	$143K	Hold	6,650	–	–	0.12%	99
2024 Q1	$130K	Sell	6,650 -1,876	-22%	-$34.9K	0.12%	95
2023 Q4	$151K	Hold	8,526	–	–	0.16%	84
2023 Q3	$142K	Hold	8,526	–	–	0.16%	80
2023 Q2	$143K	Hold	8,526	–	–	0.16%	79
2023 Q1	$133K	Hold	8,526	–	–	0.16%	84
2022 Q4	$124K	Hold	8,526	–	–	0.14%	88
2022 Q3	$124K	Hold	8,526	–	–	0.17%	78
2022 Q2	$131K	Hold	8,526	–	–	0.15%	86
2022 Q1	$157K	Hold	8,526	–	–	0.15%	85
2021 Q4	$165K	Buy	+8,526	New	+$171K	0.14%	86

Other funds holding ADX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Delta Capital Management Red Bank, New Jersey $206M AUM 52.54% 1-Year Est. Return

First Community Trust's ADX Position: Q3 2026 in Review

First Community Trust held its Adams Diversified Equity Fund (ADX) position steady in Q3 2026 at 4,680 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #127.

First Community Trust first reported a position in ADX in Q4 2021 and has held it in 20 quarters since. The position peaked at $165K in Q4 2021. 61 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

First Community Trust held 4,680 shares of Adams Diversified Equity Fund worth $120K as of Q3 2026.
First Community Trust left its Adams Diversified Equity Fund share count unchanged in Q3 2026.
Adams Diversified Equity Fund made up 0.04% of First Community Trust's portfolio in Q3 2026, its #127 holding.
First Community Trust first reported a position in Adams Diversified Equity Fund in Q4 2021 and has held it in 20 quarters since.
First Community Trust's Adams Diversified Equity Fund position peaked at $165K in Q4 2021.
61 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.