FTDI
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First Trust Direct Indexing’s Encompass Health EHC Stock Holding History

First Trust Direct Indexing’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,851
Closed -$276K – 276
2024
Q3 		$276K Buy
2,851
+304
+12% +$27.3K 0.01% 776
2024
Q2 		$219K Buy
+2,547
New +$214K 0.01% 799

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 2,851 shares — an estimated $276K sold.

First Trust Direct Indexing first reported a position in EHC in Q2 2024 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,851 Encompass Health shares in Q4 2024, an estimated $276K.
  • First Trust Direct Indexing first reported a position in Encompass Health in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Encompass Health position peaked at $276K in Q3 2024.
  • 544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

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