First Trust Direct Indexing’s ABB Ltd ABB Stock Holding History

First Trust Direct Indexing’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-57,382	Closed	-$1.97M	–	749
2023 Q1	$1.97M	Buy	57,382 +4,136	+8%	+$139K	0.23%	102
2022 Q4	$1.62M	Buy	53,246 +7,908	+17%	+$230K	0.22%	114
2022 Q3	$1.16M	Buy	45,338 +6,376	+16%	+$179K	0.17%	147
2022 Q2	$1.04M	Sell	38,962 -601	-2%	-$17.9K	0.15%	187
2022 Q1	$1.28M	Buy	39,563 +12,028	+44%	+$420K	0.16%	160
2021 Q4	$1.05M	Buy	27,535 +558	+2%	+$19.6K	0.14%	178
2021 Q3	$900K	Buy	26,977 +1,580	+6%	+$57.4K	0.13%	201
2021 Q2	$863K	Buy	25,397 +6,457	+34%	+$216K	0.13%	200
2021 Q1	$577K	Buy	18,940 +220	+1%	+$6.61K	0.15%	181
2020 Q4	$523K	Buy	+18,720	New	+$499K	0.14%	183

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

First Trust Direct Indexing's ABB Position: Q2 2023 in Review

First Trust Direct Indexing sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 57,382 shares — an estimated $1.97M sold.

First Trust Direct Indexing first reported a position in ABB in Q4 2020 and held it in 10 quarters. The position peaked at $1.97M in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

First Trust Direct Indexing reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 57,382 ABB Ltd shares in Q2 2023, an estimated $1.97M.
First Trust Direct Indexing first reported a position in ABB Ltd in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's ABB Ltd position peaked at $1.97M in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.