FTDI
ED icon

First Trust Direct Indexing’s Consolidated Edison ED Stock Holding History

First Trust Direct Indexing’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,419
Closed -$2.44M – 271
2024
Q3 		$2.44M Sell
23,419
-1,685
-7% -$167K 0.13% 157
2024
Q2 		$2.24M Buy
25,104
+8,537
+52% +$792K 0.14% 140
2024
Q1 		$1.5M Sell
16,567
-1,499
-8% -$134K 0.11% 193
2023
Q4 		$1.64M Buy
18,066
+2,836
+19% +$253K 0.15% 156
2023
Q3 		$1.3M Sell
15,230
-284
-2% -$25.9K 0.15% 160
2023
Q2 		$1.4M Sell
15,514
-1,627
-9% -$156K 0.16% 143
2023
Q1 		$1.64M Buy
17,141
+3,057
+22% +$286K 0.19% 117
2022
Q4 		$1.34M Buy
14,084
+3,290
+30% +$299K 0.18% 138
2022
Q3 		$926K Buy
10,794
+2,088
+24% +$201K 0.14% 197
2022
Q2 		$828K Buy
8,706
+1,777
+26% +$169K 0.12% 235
2022
Q1 		$656K Buy
6,929
+1,209
+21% +$104K 0.08% 312
2021
Q4 		$488K Sell
5,720
-461
-7% -$36.2K 0.06% 360
2021
Q3 		$449K Sell
6,181
-896
-13% -$66.9K 0.06% 376
2021
Q2 		$508K Buy
7,077
+2,602
+58% +$200K 0.08% 320
2021
Q1 		$335K Buy
4,475
+474
+12% +$33.3K 0.09% 291
2020
Q4 		$289K Buy
+4,001
New +$311K 0.08% 295

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

First Trust Direct Indexing sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 23,419 shares — an estimated $2.44M sold.

First Trust Direct Indexing first reported a position in ED in Q4 2020 and held it in 16 quarters. The position peaked at $2.44M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 23,419 Consolidated Edison shares in Q4 2024, an estimated $2.44M.
  • First Trust Direct Indexing first reported a position in Consolidated Edison in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Consolidated Edison position peaked at $2.44M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

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