First Trust Direct Indexing’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-43,665	Closed	-$4.98M	–	7
2024 Q3	$4.98M	Sell	43,665 -6,824	-14%	-$748K	0.27%	71
2024 Q2	$5.25M	Buy	50,489 +3,195	+7%	+$339K	0.32%	51
2024 Q1	$5.38M	Buy	47,294 +2,838	+6%	+$325K	0.4%	41
2023 Q4	$4.89M	Buy	44,456 +4,077	+10%	+$407K	0.44%	34
2023 Q3	$3.91M	Sell	40,379 -924	-2%	-$97K	0.45%	32
2023 Q2	$4.5M	Buy	41,303 +1,282	+3%	+$137K	0.5%	28
2023 Q1	$4.05M	Buy	40,021 +1,284	+3%	+$136K	0.48%	30
2022 Q4	$4.25M	Buy	38,737 +1,011	+3%	+$105K	0.56%	23
2022 Q3	$3.65M	Sell	37,726 -1,242	-3%	-$132K	0.53%	29
2022 Q2	$4.23M	Buy	38,968 +2,169	+6%	+$246K	0.59%	24
2022 Q1	$4.36M	Buy	36,799 +3,691	+11%	+$458K	0.53%	28
2021 Q4	$4.66M	Sell	33,108 -934	-3%	-$120K	0.6%	22
2021 Q3	$4.02M	Buy	34,042 +2,635	+8%	+$324K	0.57%	25
2021 Q2	$3.64M	Buy	31,407 +10,637	+51%	+$1.24M	0.54%	24
2021 Q1	$2.49M	Buy	20,770 +1,046	+5%	+$124K	0.66%	20
2020 Q4	$2.16M	Buy	+19,724	New	+$2.14M	0.58%	19

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

First Trust Direct Indexing's ABT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Abbott (ABT) in Q4 2024, closing a stake of 43,665 shares — an estimated $4.98M sold.

First Trust Direct Indexing first reported a position in ABT in Q4 2020 and held it in 16 quarters. The position peaked at $5.38M in Q1 2024. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

First Trust Direct Indexing reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 43,665 Abbott shares in Q4 2024, an estimated $4.98M.
First Trust Direct Indexing first reported a position in Abbott in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Abbott position peaked at $5.38M in Q1 2024.
3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.