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First Trust Direct Indexing’s Chord Energy CHRD Stock Holding History

First Trust Direct Indexing’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,751
Closed -$228K – 160
2024
Q3 		$228K Buy
+1,751
New +$269K 0.01% 866

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 1,751 shares — an estimated $228K sold.

First Trust Direct Indexing first reported a position in CHRD in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,751 Chord Energy shares in Q4 2024, an estimated $228K.
  • First Trust Direct Indexing first reported a position in Chord Energy in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Chord Energy position peaked at $228K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

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