First Horizon Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-500	Closed	-$27K	–	2475
2023 Q2	$27K	Buy	+500	New	+$24.9K	﹤0.01%	1152
2023 Q1	–	Sell	-70	Closed	-$2.87K	–	2520
2022 Q4	$2.87K	Hold	70	–	–	﹤0.01%	1955
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	1915
2022 Q2	$3K	Buy	+70	New	+$3.34K	﹤0.01%	2001

Other funds holding ONEQ

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

First Horizon Advisors's ONEQ Position: Q3 2023 in Review

First Horizon Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2023, closing a stake of 500 shares — an estimated $27K sold.

First Horizon Advisors first reported a position in ONEQ in Q2 2022 and held it in 4 quarters. The position peaked at $27K in Q2 2023. 256 funds tracked by Wall St. Rank hold ONEQ as of Q3 2023.

First Horizon Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2023 after selling out during the quarter.
First Horizon Advisors sold 500 Fidelity Nasdaq Composite Index ETF shares in Q3 2023, an estimated $27K.
First Horizon Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2022 and held it in 4 quarters.
First Horizon Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $27K in Q2 2023.
256 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.