First Trust Direct Indexing’s Chunghwa Telecom CHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25,252	Closed	-$1M	–	162
2024 Q3	$1M	Sell	25,252 -6,808	-21%	-$259K	0.05%	343
2024 Q2	$1.24M	Sell	32,060 -1,217	-4%	-$47.3K	0.08%	268
2024 Q1	$1.3M	Sell	33,277 -32,804	-50%	-$1.26M	0.1%	235
2023 Q4	$2.58M	Sell	66,081 -2,187	-3%	-$80.7K	0.23%	91
2023 Q3	$2.45M	Sell	68,268 -1,792	-3%	-$65.6K	0.28%	70
2023 Q2	$2.61M	Sell	70,060 -19,363	-22%	-$786K	0.29%	56
2023 Q1	$3.5M	Sell	89,423 -2,301	-3%	-$87.5K	0.42%	36
2022 Q4	$3.36M	Buy	91,724 +2,697	+3%	+$94.4K	0.45%	35
2022 Q3	$3.16M	Sell	89,027 -10,678	-11%	-$425K	0.46%	33
2022 Q2	$4.11M	Buy	99,705 +5,479	+6%	+$236K	0.57%	25
2022 Q1	$4.19M	Buy	94,226 +9,342	+11%	+$406K	0.51%	30
2021 Q4	$3.58M	Buy	84,884 +206	+0.2%	+$8.32K	0.46%	31
2021 Q3	$3.33M	Buy	84,678 +6,729	+9%	+$275K	0.47%	33
2021 Q2	$3.17M	Buy	77,949 +47,834	+159%	+$1.95M	0.47%	32
2021 Q1	$1.18M	Buy	30,115 +3,184	+12%	+$125K	0.31%	79
2020 Q4	$1.04M	Buy	+26,931	New	+$1.02M	0.28%	77

Other funds holding CHT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Chunghwa Telecom (CHT) in Q4 2024, closing a stake of 25,252 shares — an estimated $1M sold.

First Trust Direct Indexing first reported a position in CHT in Q4 2020 and held it in 16 quarters. The position peaked at $4.19M in Q1 2022. 156 funds tracked by Wall St. Rank hold CHT as of Q4 2024.

First Trust Direct Indexing reported no remaining Chunghwa Telecom position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 25,252 Chunghwa Telecom shares in Q4 2024, an estimated $1M.
First Trust Direct Indexing first reported a position in Chunghwa Telecom in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Chunghwa Telecom position peaked at $4.19M in Q1 2022.
156 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q4 2024.

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