First Horizon Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

First Horizon Advisors’s Portfolio APUE Stock Details APUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$526K	Sell	13,998 -1,891	-12%	-$65.7K	0.01%	339
2025 Q1	$540K	Buy	15,889 +381	+2%	+$13.6K	0.02%	323
2024 Q4	$555K	Sell	15,508 -5,131	-25%	-$186K	0.02%	320
2024 Q3	$727K	Sell	20,639 -2,086	-9%	-$70.8K	0.02%	287
2024 Q2	$758K	Buy	22,725 +19,445	+593%	+$624K	0.02%	281
2024 Q1	$106K	Hold	3,280	–	–	﹤0.01%	674
2023 Q4	$95.4K	Hold	3,280	–	–	﹤0.01%	680
2023 Q3	$85.6K	Hold	3,280	–	–	﹤0.01%	670
2023 Q2	$88.4K	Buy	+3,280	New	+$84.2K	﹤0.01%	690

Other funds holding APUE

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

First Horizon Advisors's APUE Position: Q2 2025 in Review

First Horizon Advisors reduced its ActivePassive US Equity ETF (APUE) stake by 12% in Q2 2025, selling an estimated $65.7K and leaving 13,998 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #339.

First Horizon Advisors first reported a position in APUE in Q2 2023 and has held it in 9 quarters since. The position peaked at $758K in Q2 2024. 46 funds tracked by Wall St. Rank hold APUE as of Q2 2025.

First Horizon Advisors held 13,998 shares of ActivePassive US Equity ETF worth $526K as of Q2 2025.
First Horizon Advisors sold 1,891 ActivePassive US Equity ETF shares in Q2 2025, an estimated $65.7K.
ActivePassive US Equity ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #339 holding.
First Horizon Advisors first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 9 quarters since.
First Horizon Advisors's ActivePassive US Equity ETF position peaked at $758K in Q2 2024.
46 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.