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Spectrum Wealth Counsel’s First Merchants FRME Stock Holding History

Spectrum Wealth Counsel’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$55.8K Buy
+1,380
New +$57.5K 0.01% 165
2024
Q1 		– Sell
-1,579
Closed -$58.5K – 379
2023
Q4 		$58.5K Buy
+1,579
New +$48.9K 0.01% 190

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Spectrum Wealth Counsel's FRME Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in First Merchants (FRME) in Q1 2025: 1,380 shares worth $55.8K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: Spectrum Wealth Counsel previously reported a position in FRME as recently as Q4 2023.

Spectrum Wealth Counsel first reported a position in FRME in Q4 2023 and has held it in 2 quarters since. The position peaked at $58.5K in Q4 2023. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

  • Spectrum Wealth Counsel held 1,380 shares of First Merchants worth $55.8K as of Q1 2025.
  • First Merchants was a new Spectrum Wealth Counsel position in Q1 2025.
  • First Merchants made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #165 holding.
  • Spectrum Wealth Counsel first reported a position in First Merchants in Q4 2023 and has held it in 2 quarters since.
  • Spectrum Wealth Counsel's First Merchants position peaked at $58.5K in Q4 2023.
  • 272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.