FTDI
COOP

First Trust Direct Indexing’s Mr. Cooper COOP Stock Holding History

First Trust Direct Indexing’s Portfolio COOP Stock Details COOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,021
Closed -$278K – 188
2024
Q3 		$278K Buy
3,021
+213
+8% +$18.9K 0.01% 770
2024
Q2 		$228K Buy
+2,808
New +$226K 0.01% 772

Other funds holding COOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Mr. Cooper (COOP) in Q4 2024, closing a stake of 3,021 shares — an estimated $278K sold.

First Trust Direct Indexing first reported a position in COOP in Q2 2024 and held it in 2 quarters. The position peaked at $278K in Q3 2024. 357 funds tracked by Wall St. Rank hold COOP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Mr. Cooper position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,021 Mr. Cooper shares in Q4 2024, an estimated $278K.
  • First Trust Direct Indexing first reported a position in Mr. Cooper in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Mr. Cooper position peaked at $278K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Mr. Cooper as of Q4 2024.

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