FTDI
CHE icon

First Trust Direct Indexing’s Chemed CHE Stock Holding History

First Trust Direct Indexing’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-887
Closed -$533K – 157
2024
Q3 		$533K Buy
887
+38
+4% +$21.5K 0.03% 527
2024
Q2 		$461K Buy
849
+157
+23% +$89.9K 0.03% 526
2024
Q1 		$444K Buy
692
+57
+9% +$34.6K 0.03% 498
2023
Q4 		$371K Buy
635
+32
+5% +$17.9K 0.03% 519
2023
Q3 		$313K Buy
603
+53
+10% +$27.6K 0.04% 505
2023
Q2 		$298K Sell
550
-4
-0.7% -$2.19K 0.03% 547
2023
Q1 		$298K Buy
554
+101
+22% +$51.5K 0.04% 544
2022
Q4 		$231K Buy
+453
New +$221K 0.03% 585
2021
Q1 		– Sell
-20
Closed -$11K – 498
2020
Q4 		$11K Buy
+20
New +$9.83K ﹤0.01% 916

Other funds holding CHE

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return