First National Corp’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

First National Corp’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,472	Closed	-$271K	–	142
2019 Q4	$271K	Buy	13,472 +8	+0.1%	+$155	0.1%	124
2019 Q3	$254K	Sell	13,464 -158	-1%	-$2.95K	0.1%	123
2019 Q2	$257K	Sell	13,622 -41,178	-75%	-$773K	0.11%	123
2019 Q1	$1.02M	Buy	54,800 +6,288	+13%	+$115K	0.42%	43
2018 Q4	$797K	Buy	+48,512	New	+$889K	0.37%	54

Other funds holding FNDA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

COF

Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

First National Corp's FNDA Position: Q1 2020 in Review

First National Corp sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2020, closing a stake of 13,472 shares — an estimated $271K sold.

First National Corp first reported a position in FNDA in Q4 2018 and held it in 5 quarters. The position peaked at $1.02M in Q1 2019. 155 funds tracked by Wall St. Rank hold FNDA as of Q1 2020.

First National Corp reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
First National Corp sold 13,472 Schwab Fundamental US Small Company Index ETF shares in Q1 2020, an estimated $271K.
First National Corp first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and held it in 5 quarters.
First National Corp's Schwab Fundamental US Small Company Index ETF position peaked at $1.02M in Q1 2019.
155 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2020.

Based on First National Corp's 13F filing for Q1 2020, filed 16 Apr 2020.