First Trust Direct Indexing’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,265	Closed	-$308K	–	151
2024 Q3	$308K	Buy	2,265 +111	+5%	+$14.6K	0.02%	722
2024 Q2	$291K	Buy	2,154 +495	+30%	+$75.7K	0.02%	678
2024 Q1	$285K	Buy	1,659 +240	+17%	+$36.5K	0.02%	628
2023 Q4	$220K	Buy	+1,419	New	+$185K	0.02%	679

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Celanese (CE) in Q4 2024, closing a stake of 2,265 shares — an estimated $308K sold.

First Trust Direct Indexing first reported a position in CE in Q4 2023 and held it in 4 quarters. The position peaked at $308K in Q3 2024. 569 funds tracked by Wall St. Rank hold CE as of Q4 2024.

First Trust Direct Indexing reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,265 Celanese shares in Q4 2024, an estimated $308K.
First Trust Direct Indexing first reported a position in Celanese in Q4 2023 and held it in 4 quarters.
First Trust Direct Indexing's Celanese position peaked at $308K in Q3 2024.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

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