First Horizon Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-33	Closed	-$1.11K	–	2561
2022 Q4	$1.11K	Hold	33	–	–	﹤0.01%	2210
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	2208
2022 Q2	$1K	Buy	+33	New	+$1.1K	﹤0.01%	2299

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

First Horizon Advisors's BTEC Position: Q1 2023 in Review

First Horizon Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2023, closing a stake of 33 shares — an estimated $1.11K sold.

First Horizon Advisors first reported a position in BTEC in Q2 2022 and held it in 3 quarters. The position peaked at $1.11K in Q4 2022. 21 funds tracked by Wall St. Rank hold BTEC as of Q1 2023.

First Horizon Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2023 after selling out during the quarter.
First Horizon Advisors sold 33 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2023, an estimated $1.11K.
First Horizon Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2022 and held it in 3 quarters.
First Horizon Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $1.11K in Q4 2022.
21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.