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First Trust Direct Indexing’s Arch Capital ACGL Stock Holding History

First Trust Direct Indexing’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,124
Closed -$1.92M – 9
2024
Q3 		$1.92M Buy
17,124
+270
+2% +$28.1K 0.1% 208
2024
Q2 		$1.7M Buy
16,854
+2,049
+14% +$199K 0.11% 195
2024
Q1 		$1.37M Buy
14,805
+1,185
+9% +$100K 0.1% 217
2023
Q4 		$1.01M Buy
13,620
+1,017
+8% +$83.1K 0.09% 257
2023
Q3 		$1M Sell
12,603
-2,079
-14% -$162K 0.11% 197
2023
Q2 		$1.1M Sell
14,682
-16
-0.1% -$1.16K 0.12% 191
2023
Q1 		$998K Buy
14,698
+3,059
+26% +$201K 0.12% 210
2022
Q4 		$731K Buy
11,639
+2,641
+29% +$147K 0.1% 277
2022
Q3 		$410K Buy
8,998
+626
+7% +$28.3K 0.06% 391
2022
Q2 		$381K Buy
8,372
+265
+3% +$12.3K 0.05% 405
2022
Q1 		$393K Sell
8,107
-633
-7% -$29.4K 0.05% 424
2021
Q4 		$388K Buy
8,740
+41
+0.5% +$1.74K 0.05% 422
2021
Q3 		$332K Buy
8,699
+196
+2% +$7.76K 0.05% 448
2021
Q2 		$331K Buy
+8,503
New +$337K 0.05% 440

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 17,124 shares — an estimated $1.92M sold.

First Trust Direct Indexing first reported a position in ACGL in Q2 2021 and held it in 14 quarters. The position peaked at $1.92M in Q3 2024. 844 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 17,124 Arch Capital shares in Q4 2024, an estimated $1.92M.
  • First Trust Direct Indexing first reported a position in Arch Capital in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Arch Capital position peaked at $1.92M in Q3 2024.
  • 844 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

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