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First Trust Direct Indexing’s AptarGroup ATR Stock Holding History

First Trust Direct Indexing’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,296
Closed -$208K – 73
2024
Q3 		$208K Sell
1,296
-127
-9% -$18.8K 0.01% 903
2024
Q2 		$200K Buy
+1,423
New +$206K 0.01% 843
2021
Q1 		– Sell
-70
Closed -$10K – 445
2020
Q4 		$10K Buy
+70
New +$8.69K ﹤0.01% 921

Other funds holding ATR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

First Trust Direct Indexing sold out of AptarGroup (ATR) in Q4 2024, closing a stake of 1,296 shares — an estimated $208K sold.

First Trust Direct Indexing first reported a position in ATR in Q4 2020 and held it in 3 quarters. The position peaked at $208K in Q3 2024. 502 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining AptarGroup position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,296 AptarGroup shares in Q4 2024, an estimated $208K.
  • First Trust Direct Indexing first reported a position in AptarGroup in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's AptarGroup position peaked at $208K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

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