FHA
FDUS icon

First Horizon Advisors’s Fidus Investment FDUS Stock Holding History

First Horizon Advisors’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$53.7K Buy
2,658
+1,615
+155% +$31.5K ﹤0.01% 963
2025
Q1 		$21.3K Sell
1,043
-47
-4% -$1.03K ﹤0.01% 1299
2024
Q4 		$22.9K Buy
1,090
+332
+44% +$6.73K ﹤0.01% 1279
2024
Q3 		$14.9K Buy
758
+19
+3% +$374 ﹤0.01% 1491
2024
Q2 		$14.4K Sell
739
-57
-7% -$1.13K ﹤0.01% 1399
2024
Q1 		$15.7K Sell
796
-2,731
-77% -$53.4K ﹤0.01% 1427
2023
Q4 		$69.4K Buy
+3,527
New +$67.3K ﹤0.01% 788
2019
Q3 		– Sell
-635
Closed -$10K – 1558
2019
Q2 		$10K Sell
635
-365
-37% -$5.79K ﹤0.01% 1079
2019
Q1 		$15K Hold
1,000
– – ﹤0.01% 918
2018
Q4 		$12K Hold
1,000
– – ﹤0.01% 957
2018
Q3 		$15K Hold
1,000
– – ﹤0.01% 968
2018
Q2 		$14K Buy
+1,000
New +$13.7K ﹤0.01% 1006

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

First Horizon Advisors increased its Fidus Investment (FDUS) stake by 155% in Q2 2025, buying an estimated $31.5K and bringing the position to 2,658 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

First Horizon Advisors first reported a position in FDUS in Q2 2018 and has held it in 12 quarters since. The position peaked at $69.4K in Q4 2023. 121 funds tracked by Wall St. Rank hold FDUS as of Q2 2025.

  • First Horizon Advisors held 2,658 shares of Fidus Investment worth $53.7K as of Q2 2025.
  • First Horizon Advisors bought 1,615 Fidus Investment shares in Q2 2025, an estimated $31.5K.
  • Fidus Investment made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #963 holding.
  • First Horizon Advisors first reported a position in Fidus Investment in Q2 2018 and has held it in 12 quarters since.
  • First Horizon Advisors's Fidus Investment position peaked at $69.4K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2025.

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