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First Trust Direct Indexing’s Atmos Energy ATO Stock Holding History

First Trust Direct Indexing’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,755
Closed -$937K – 72
2024
Q3 		$937K Buy
6,755
+1,116
+20% +$143K 0.05% 367
2024
Q2 		$658K Buy
5,639
+443
+9% +$51.6K 0.04% 422
2024
Q1 		$618K Buy
5,196
+693
+15% +$79.5K 0.05% 414
2023
Q4 		$522K Buy
4,503
+37
+0.8% +$4.13K 0.05% 437
2023
Q3 		$473K Buy
4,466
+68
+2% +$7.93K 0.05% 414
2023
Q2 		$512K Sell
4,398
-519
-11% -$60.1K 0.06% 406
2023
Q1 		$552K Buy
4,917
+32
+0.7% +$3.64K 0.07% 370
2022
Q4 		$547K Sell
4,885
-285
-6% -$31.3K 0.07% 355
2022
Q3 		$527K Sell
5,170
-555
-10% -$63.6K 0.08% 331
2022
Q2 		$642K Buy
5,725
+1,844
+48% +$211K 0.09% 291
2022
Q1 		$464K Buy
3,881
+85
+2% +$9.28K 0.06% 389
2021
Q4 		$398K Sell
3,796
-500
-12% -$47.4K 0.05% 414
2021
Q3 		$379K Buy
4,296
+1,848
+75% +$179K 0.05% 413
2021
Q2 		$235K Buy
+2,448
New +$245K 0.04% 523

Other funds holding ATO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 6,755 shares — an estimated $937K sold.

First Trust Direct Indexing first reported a position in ATO in Q2 2021 and held it in 14 quarters. The position peaked at $937K in Q3 2024. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,755 Atmos Energy shares in Q4 2024, an estimated $937K.
  • First Trust Direct Indexing first reported a position in Atmos Energy in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Atmos Energy position peaked at $937K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

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