Focus Financial Network’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Focus Financial Network’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
2025 Q1	–	Sell	-5,253	Closed	-$400K	–	700
2024 Q4	$400K	Buy	5,253 +988	+23%	+$73.9K	0.02%	471
2024 Q3	$305K	Sell	4,265 -869	-17%	-$60.3K	0.01%	541
2024 Q2	$365K	Buy	5,134 +710	+16%	+$46.5K	0.02%	481
2024 Q1	$272K	Sell	4,424 -733	-14%	-$45.3K	0.01%	511
2023 Q4	$306K	Sell	5,157 -182	-3%	-$9.98K	0.01%	573
2023 Q3	$278K	Sell	5,339 -138	-3%	-$7.48K	0.02%	483
2023 Q2	$296K	Sell	5,477 -244	-4%	-$12.1K	0.02%	469
2023 Q1	$274K	Buy	5,721 +160	+3%	+$7.2K	0.02%	468
2022 Q4	$228K	Sell	5,561 -104	-2%	-$4.44K	0.02%	428
2022 Q3	$235K	Buy	+5,665	New	+$264K	0.02%	417
2022 Q2	–	Sell	-3,759	Closed	-$209K	–	507
2022 Q1	$209K	Buy	+3,759	New	+$205K	0.01%	491

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Focus Financial Network's ONEQ Position: Q1 2025 in Review

Focus Financial Network sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2025, closing a stake of 5,253 shares — an estimated $400K sold.

Focus Financial Network first reported a position in ONEQ in Q1 2022 and held it in 11 quarters. The position peaked at $400K in Q4 2024. 333 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

Focus Financial Network reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2025 after selling out during the quarter.
Focus Financial Network sold 5,253 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $400K.
Focus Financial Network first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and held it in 11 quarters.
Focus Financial Network's Fidelity Nasdaq Composite Index ETF position peaked at $400K in Q4 2024.
333 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on Focus Financial Network's 13F filing for Q1 2025, filed 15 Apr 2025.