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First Trust Direct Indexing’s Aflac AFL Stock Holding History

First Trust Direct Indexing’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28,983
Closed -$3.24M – 26
2024
Q3 		$3.24M Buy
28,983
+2,910
+11% +$296K 0.17% 111
2024
Q2 		$2.33M Buy
26,073
+3,877
+17% +$333K 0.14% 132
2024
Q1 		$1.91M Buy
22,196
+2,998
+16% +$246K 0.14% 149
2023
Q4 		$1.58M Buy
19,198
+753
+4% +$60.7K 0.14% 164
2023
Q3 		$1.42M Buy
18,445
+1,636
+10% +$121K 0.16% 144
2023
Q2 		$1.17M Buy
16,809
+587
+4% +$39.3K 0.13% 175
2023
Q1 		$1.05M Buy
16,222
+434
+3% +$29.7K 0.12% 196
2022
Q4 		$1.14M Sell
15,788
-1,294
-8% -$86.6K 0.15% 169
2022
Q3 		$960K Sell
17,082
-461
-3% -$27.1K 0.14% 191
2022
Q2 		$971K Buy
17,543
+212
+1% +$12.5K 0.14% 200
2022
Q1 		$1.12M Buy
17,331
+1,368
+9% +$85.6K 0.14% 187
2021
Q4 		$932K Buy
15,963
+141
+0.9% +$7.9K 0.12% 202
2021
Q3 		$825K Sell
15,822
-528
-3% -$28.9K 0.12% 218
2021
Q2 		$877K Buy
16,350
+5,047
+45% +$275K 0.13% 196
2021
Q1 		$578K Buy
11,303
+523
+5% +$25.1K 0.15% 179
2020
Q4 		$479K Buy
+10,780
New +$441K 0.13% 196

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Aflac (AFL) in Q4 2024, closing a stake of 28,983 shares — an estimated $3.24M sold.

First Trust Direct Indexing first reported a position in AFL in Q4 2020 and held it in 16 quarters. The position peaked at $3.24M in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 28,983 Aflac shares in Q4 2024, an estimated $3.24M.
  • First Trust Direct Indexing first reported a position in Aflac in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Aflac position peaked at $3.24M in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

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