First Trust Direct Indexing’s Brighthouse Financial BHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,895	Closed	-$201K	–	916
2024 Q1	$201K	Buy	3,895 +3	+0.1%	+$149	0.01%	742
2023 Q4	$206K	Buy	+3,892	New	+$193K	0.02%	707
2023 Q1	–	Sell	-4,076	Closed	-$209K	–	701
2022 Q4	$209K	Buy	+4,076	New	+$213K	0.03%	618
2022 Q2	–	Sell	-4,076	Closed	-$211K	–	648
2022 Q1	$211K	Sell	4,076 -76	-2%	-$4.05K	0.03%	615
2021 Q4	$215K	Buy	+4,152	New	+$212K	0.03%	592
2021 Q3	–	Sell	-4,532	Closed	-$206K	–	655
2021 Q2	$206K	Buy	+4,532	New	+$213K	0.03%	548

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Direct Indexing's BHF Position: Q2 2024 in Review

First Trust Direct Indexing sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 3,895 shares — an estimated $201K sold.

First Trust Direct Indexing first reported a position in BHF in Q2 2021 and held it in 6 quarters. The position peaked at $215K in Q4 2021. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

First Trust Direct Indexing reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
First Trust Direct Indexing sold 3,895 Brighthouse Financial shares in Q2 2024, an estimated $201K.
First Trust Direct Indexing first reported a position in Brighthouse Financial in Q2 2021 and held it in 6 quarters.
First Trust Direct Indexing's Brighthouse Financial position peaked at $215K in Q4 2021.
428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on First Trust Direct Indexing's 13F filing for Q2 2024, filed 5 Aug 2024.