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

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Koshinski Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return