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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return