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First Trust Direct Indexing’s American Financial Group AFG Stock Holding History

First Trust Direct Indexing’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,441
Closed -$329K – 25
2024
Q3 		$329K Buy
2,441
+24
+1% +$3.11K 0.02% 693
2024
Q2 		$297K Buy
2,417
+297
+14% +$38.2K 0.02% 671
2024
Q1 		$289K Buy
2,120
+74
+4% +$9.21K 0.02% 621
2023
Q4 		$243K Buy
+2,046
New +$231K 0.02% 642
2022
Q2 		– Sell
-1,390
Closed -$202K – 645
2022
Q1 		$202K Buy
+1,390
New +$190K 0.02% 622

Other funds holding AFG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Direct Indexing sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 2,441 shares — an estimated $329K sold.

First Trust Direct Indexing first reported a position in AFG in Q1 2022 and held it in 5 quarters. The position peaked at $329K in Q3 2024. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,441 American Financial Group shares in Q4 2024, an estimated $329K.
  • First Trust Direct Indexing first reported a position in American Financial Group in Q1 2022 and held it in 5 quarters.
  • First Trust Direct Indexing's American Financial Group position peaked at $329K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

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