First Trust Direct Indexing’s A.O. Smith AOS Stock Holding History

First Trust Direct Indexing’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,851	Closed	-$256K	–	54
2024 Q3	$256K	Buy	+2,851	New	+$236K	0.01%	810
2024 Q1	–	Sell	-2,828	Closed	-$233K	–	811
2023 Q4	$233K	Buy	+2,828	New	+$209K	0.02%	655

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

First Trust Direct Indexing sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,851 shares — an estimated $256K sold.

First Trust Direct Indexing first reported a position in AOS in Q4 2023 and held it in 2 quarters. The position peaked at $256K in Q3 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

First Trust Direct Indexing reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,851 A.O. Smith shares in Q4 2024, an estimated $256K.
First Trust Direct Indexing first reported a position in A.O. Smith in Q4 2023 and held it in 2 quarters.
First Trust Direct Indexing's A.O. Smith position peaked at $256K in Q3 2024.
642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

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