FTDI
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First Trust Direct Indexing’s Alcon ALC Stock Holding History

First Trust Direct Indexing’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,352
Closed -$936K – 33
2024
Q3 		$936K Buy
9,352
+132
+1% +$12.4K 0.05% 368
2024
Q2 		$821K Buy
9,220
+159
+2% +$13.6K 0.05% 365
2024
Q1 		$755K Buy
9,061
+959
+12% +$76.9K 0.06% 362
2023
Q4 		$633K Sell
8,102
-206
-2% -$15.2K 0.06% 384
2023
Q3 		$640K Buy
8,308
+322
+4% +$26.5K 0.07% 320
2023
Q2 		$656K Sell
7,986
-485
-6% -$37K 0.07% 325
2023
Q1 		$598K Sell
8,471
-209
-2% -$14.9K 0.07% 349
2022
Q4 		$595K Buy
8,680
+933
+12% +$59.5K 0.08% 322
2022
Q3 		$451K Buy
7,747
+663
+9% +$46K 0.07% 369
2022
Q2 		$495K Buy
7,084
+555
+9% +$40.5K 0.07% 358
2022
Q1 		$518K Buy
6,529
+682
+12% +$52.7K 0.06% 366
2021
Q4 		$509K Sell
5,847
-629
-10% -$51.8K 0.07% 353
2021
Q3 		$521K Buy
6,476
+355
+6% +$27.3K 0.07% 336
2021
Q2 		$430K Buy
+6,121
New +$436K 0.06% 359
2021
Q1 		– Sell
-2,429
Closed -$160K – 416
2020
Q4 		$160K Buy
+2,429
New +$152K 0.04% 393

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Alcon (ALC) in Q4 2024, closing a stake of 9,352 shares — an estimated $936K sold.

First Trust Direct Indexing first reported a position in ALC in Q4 2020 and held it in 15 quarters. The position peaked at $936K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,352 Alcon shares in Q4 2024, an estimated $936K.
  • First Trust Direct Indexing first reported a position in Alcon in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Alcon position peaked at $936K in Q3 2024.
  • 660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

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