First National Trust’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

First National Trust’s Portfolio SEIV Stock Details SEIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$584K	Buy	+11,903	New	+$593K	0.02%	260

Other funds holding SEIV

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

First National Trust's SEIV Position: Q3 2026 in Review

First National Trust opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2026: 11,903 shares worth $584K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings.

44 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

First National Trust held 11,903 shares of SEI QiM U.S. Large Cap Value Active ETF worth $584K as of Q3 2026.
SEI QiM U.S. Large Cap Value Active ETF was a new First National Trust position in Q3 2026.
SEI QiM U.S. Large Cap Value Active ETF made up 0.02% of First National Trust's portfolio in Q3 2026, its #260 holding.
44 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on First National Trust's 13F filing for Q3 2026, filed 28 Oct 2026.