FTDI
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First Trust Direct Indexing’s Equifax EFX Stock Holding History

First Trust Direct Indexing’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,513
Closed -$1.33M – 274
2024
Q3 		$1.33M Buy
4,513
+149
+3% +$42K 0.07% 280
2024
Q2 		$1.06M Buy
4,364
+807
+23% +$193K 0.07% 300
2024
Q1 		$952K Buy
3,557
+384
+12% +$97.7K 0.07% 303
2023
Q4 		$785K Buy
3,173
+210
+7% +$42.6K 0.07% 323
2023
Q3 		$543K Sell
2,963
-22
-0.7% -$4.49K 0.06% 371
2023
Q2 		$702K Sell
2,985
-217
-7% -$45.7K 0.08% 305
2023
Q1 		$650K Buy
3,202
+349
+12% +$72.6K 0.08% 322
2022
Q4 		$555K Buy
2,853
+14
+0.5% +$2.56K 0.07% 352
2022
Q3 		$487K Buy
2,839
+140
+5% +$27.4K 0.07% 346
2022
Q2 		$493K Sell
2,699
-46
-2% -$9.21K 0.07% 360
2022
Q1 		$651K Buy
2,745
+9
+0.3% +$2.12K 0.08% 315
2021
Q4 		$801K Sell
2,736
-27
-1% -$7.52K 0.1% 246
2021
Q3 		$700K Buy
2,763
+1,055
+62% +$274K 0.1% 257
2021
Q2 		$409K Sell
1,708
-251
-13% -$56.1K 0.06% 371
2021
Q1 		$355K Buy
1,959
+84
+4% +$14.8K 0.09% 275
2020
Q4 		$362K Buy
+1,875
New +$315K 0.1% 258

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return