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First Trust Direct Indexing’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

First Trust Direct Indexing’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,129
Closed -$331K – 78
2024
Q3 		$331K Buy
+5,129
New +$314K 0.02% 688

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2024, closing a stake of 5,129 shares — an estimated $331K sold.

First Trust Direct Indexing first reported a position in AVEM in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 513 funds tracked by Wall St. Rank hold AVEM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,129 Avantis Emerging Markets Equity ETF shares in Q4 2024, an estimated $331K.
  • First Trust Direct Indexing first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Avantis Emerging Markets Equity ETF position peaked at $331K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2024.

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