First Trust Direct Indexing’s Armour Residential REIT ARR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,407	Closed	-$51.2K	–	757
2023 Q3	$51.2K	Sell	2,407 -245	-9%	-$6.03K	0.01%	688
2023 Q2	$70.7K	Buy	2,652 +359	+16%	+$9.15K	0.01%	698
2023 Q1	$60.2K	Buy	+2,293	New	+$64.8K	0.01%	687
2021 Q1	–	Sell	-252	Closed	-$14K	–	441
2020 Q4	$14K	Buy	+252	New	+$13K	﹤0.01%	889

Other funds holding ARR

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Direct Indexing's ARR Position: Q4 2023 in Review

First Trust Direct Indexing sold out of Armour Residential REIT (ARR) in Q4 2023, closing a stake of 2,407 shares — an estimated $51.2K sold.

First Trust Direct Indexing first reported a position in ARR in Q4 2020 and held it in 4 quarters. The position peaked at $70.7K in Q2 2023. 152 funds tracked by Wall St. Rank hold ARR as of Q4 2023.

First Trust Direct Indexing reported no remaining Armour Residential REIT position as of Q4 2023 after selling out during the quarter.
First Trust Direct Indexing sold 2,407 Armour Residential REIT shares in Q4 2023, an estimated $51.2K.
First Trust Direct Indexing first reported a position in Armour Residential REIT in Q4 2020 and held it in 4 quarters.
First Trust Direct Indexing's Armour Residential REIT position peaked at $70.7K in Q2 2023.
152 funds tracked by Wall St. Rank held Armour Residential REIT as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.