First National Bank of South Miami’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

First National Bank of South Miami’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$16K	–	364
2021 Q3	$16K	Hold	500	–	–	0.01%	260
2021 Q2	$17K	Hold	500	–	–	0.01%	255
2021 Q1	$17K	Buy	+500	New	+$16.9K	0.01%	237

Other funds holding FRDM

RJFSA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

SHWM

Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

First National Bank of South Miami's FRDM Position: Q4 2021 in Review

First National Bank of South Miami sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2021, closing a stake of 500 shares — an estimated $16K sold.

First National Bank of South Miami first reported a position in FRDM in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 31 funds tracked by Wall St. Rank hold FRDM as of Q4 2021.

First National Bank of South Miami reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 500 Freedom 100 Emerging Markets ETF shares in Q4 2021, an estimated $16K.
First National Bank of South Miami first reported a position in Freedom 100 Emerging Markets ETF in Q1 2021 and held it in 3 quarters.
First National Bank of South Miami's Freedom 100 Emerging Markets ETF position peaked at $17K in Q2 2021.
31 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.