First seen by DFX
Sep 12, 2026
date not stated
First National Corp /ma/ /adv files Form 13F (non_adviser_filer, $441,706,186 in 153 positions)
First National Corp /ma/ /adv reported $527,481,709 across 174 13(f) positions for the quarter ended 2025-09-30
First National Corp /ma/ /adv reduced Invesco Exch Traded Fd Tr II 42,295 -> 22,981 shares ($5,195,095 -> $2,832,358)
First National Corp /ma/ /adv exited Proshares Tr (was $3,139,939, 32,132 shares)
First National Corp /ma/ /adv reported $496,045,843 across 163 13(f) positions for the quarter ended 2025-06-30
First National Corp /ma/ /adv reduced Ishares Tr 162,381 -> 96,221 shares ($14,781,542 -> $8,491,503)
First National Corp /ma/ /adv reduced Proshares Tr 413,339 -> 309,613 shares ($18,418,386 -> $12,285,444)
First National Corp /ma/ /adv increased Invesco Exch Traded Fd Tr II 28,155 -> 42,295 shares ($3,507,831 -> $5,195,095)
First National Corp /ma/ /adv increased Ishares Tr 12,086 -> 20,379 shares ($1,850,367 -> $3,844,295)
First National Corp /ma/ /adv increased Ishares Tr 7,789 -> 138,078 shares ($770,488 -> $13,697,354)
First National Corp /ma/ /adv increased Wisdomtree Tr 330,401 -> 499,748 shares ($16,629,059 -> $25,142,304)
First National Corp /ma/ /adv opened a $11,330,317 position in Ishares Tr (259,691 shares)
First National Corp /ma/ /adv reduced Vanguard World Fd 44,976 -> 23,419 shares ($7,682,337 -> $4,133,609)
First National Corp /ma/ /adv reported $452,946,091 across 160 13(f) positions for the quarter ended 2025-03-31
First National Corp /ma/ /adv opened a $3,193,766 position in Berkshire Hathaway Inc Del (4 shares)
First National Corp /ma/ /adv reduced Ishares Tr 23,052 -> 16,898 shares ($4,967,446 -> $3,179,674)
First National Corp /ma/ /adv increased Amer States Wtr Co 12,765 -> 30,521 shares ($992,096 -> $2,401,392)
First National Corp /ma/ /adv increased American Wtr Wks Co Inc New 9,056 -> 16,482 shares ($1,127,381 -> $2,431,425)
First National Corp /ma/ /adv increased California Wtr Svc Group 22,197 -> 49,153 shares ($1,006,190 -> $2,381,954)
First National Corp /ma/ /adv increased Essential Utils Inc 28,891 -> 61,128 shares ($1,049,321 -> $2,416,390)
First National Corp /ma/ /adv increased SJW Group 18,919 -> 40,388 shares ($931,193 -> $2,208,820)
First National Corp /ma/ /adv increased Vanguard World Fd 17,128 -> 44,976 shares ($2,799,083 -> $7,682,337)
First National Corp /ma/ /adv increased Ishares Tr 95,635 -> 162,381 shares ($8,351,805 -> $14,781,542)
First National Corp /ma/ /adv opened a $2,509,446 position in Invesco Exch Traded Fd Tr II (103,525 shares)
First National Corp /ma/ /adv reduced Ishares Tr 78,496 -> 8,545 shares ($2,467,914 -> $262,582)
First National Corp /ma/ /adv reduced Ishares Tr 27,987 -> 12,086 shares ($4,067,910 -> $1,850,367)
First National Corp /ma/ /adv reported $441,706,186 across 153 13(f) positions for the quarter ended 2024-12-31