First Trust Direct Indexing’s Cigna CI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,557	Closed	-$2.27M	–	164
2024 Q3	$2.27M	Buy	6,557 +463	+8%	+$159K	0.12%	169
2024 Q2	$2.01M	Buy	6,094 +1,099	+22%	+$379K	0.12%	161
2024 Q1	$1.81M	Sell	4,995 -1,140	-19%	-$375K	0.13%	157
2023 Q4	$1.84M	Sell	6,135 -623	-9%	-$182K	0.16%	134
2023 Q3	$1.93M	Sell	6,758 -961	-12%	-$274K	0.22%	100
2023 Q2	$2.17M	Buy	7,719 +34	+0.4%	+$8.85K	0.24%	87
2023 Q1	$1.96M	Buy	7,685 +520	+7%	+$152K	0.23%	103
2022 Q4	$2.37M	Sell	7,165 -384	-5%	-$122K	0.31%	62
2022 Q3	$2.1M	Buy	7,549 +418	+6%	+$118K	0.31%	61
2022 Q2	$1.88M	Buy	7,131 +178	+3%	+$45.9K	0.26%	79
2022 Q1	$1.67M	Buy	6,953 +472	+7%	+$111K	0.2%	109
2021 Q4	$1.49M	Sell	6,481 -320	-5%	-$68K	0.19%	114
2021 Q3	$1.36M	Sell	6,801 -468	-6%	-$102K	0.19%	114
2021 Q2	$1.72M	Buy	7,269 +1,792	+33%	+$448K	0.26%	86
2021 Q1	$1.32M	Buy	5,477 +235	+4%	+$52.4K	0.35%	61
2020 Q4	$1.09M	Buy	+5,242	New	+$1.03M	0.29%	63

Other funds holding CI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Cigna (CI) in Q4 2024, closing a stake of 6,557 shares — an estimated $2.27M sold.

First Trust Direct Indexing first reported a position in CI in Q4 2020 and held it in 16 quarters. The position peaked at $2.37M in Q4 2022. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

First Trust Direct Indexing reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,557 Cigna shares in Q4 2024, an estimated $2.27M.
First Trust Direct Indexing first reported a position in Cigna in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Cigna position peaked at $2.37M in Q4 2022.
1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

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