First Trust Direct Indexing’s CRH CRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,993	Closed	-$1.95M	–	197
2024 Q3	$1.95M	Buy	20,993 +2,259	+12%	+$190K	0.1%	203
2024 Q2	$1.4M	Sell	18,734 -59	-0.3%	-$4.71K	0.09%	240
2024 Q1	$1.62M	Buy	18,793 +1,496	+9%	+$114K	0.12%	179
2023 Q4	$1.2M	Buy	17,297 +2,445	+16%	+$148K	0.11%	212
2023 Q3	$813K	Sell	14,852 -250	-2%	-$14.2K	0.09%	260
2023 Q2	$842K	Buy	15,102 +113	+0.8%	+$5.64K	0.09%	257
2023 Q1	$762K	Buy	14,989 +60	+0.4%	+$2.84K	0.09%	281
2022 Q4	$594K	Buy	14,929 +48	+0.3%	+$1.8K	0.08%	324
2022 Q3	$480K	Sell	14,881 -968	-6%	-$35.2K	0.07%	350
2022 Q2	$552K	Buy	15,849 +2,193	+16%	+$85.3K	0.08%	328
2022 Q1	$547K	Buy	13,656 +3,355	+33%	+$160K	0.07%	357
2021 Q4	$544K	Buy	10,301 +115	+1%	+$5.67K	0.07%	333
2021 Q3	$476K	Sell	10,186 -4,716	-32%	-$239K	0.07%	360
2021 Q2	$758K	Buy	14,902 +5,085	+52%	+$254K	0.11%	234
2021 Q1	$461K	Buy	9,817 +75	+0.8%	+$3.37K	0.12%	227
2020 Q4	$415K	Buy	+9,742	New	+$383K	0.11%	226

Other funds holding CRH

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return