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First Trust Direct Indexing’s Edison International EIX Stock Holding History

First Trust Direct Indexing’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,535
Closed -$830K – 277
2024
Q3 		$830K Buy
9,535
+932
+11% +$75.7K 0.04% 411
2024
Q2 		$618K Buy
8,603
+355
+4% +$25.7K 0.04% 445
2024
Q1 		$583K Buy
8,248
+1,084
+15% +$74.1K 0.04% 428
2023
Q4 		$512K Buy
7,164
+560
+8% +$36.8K 0.05% 440
2023
Q3 		$418K Buy
6,604
+162
+3% +$11.3K 0.05% 440
2023
Q2 		$447K Buy
6,442
+192
+3% +$13.5K 0.05% 444
2023
Q1 		$441K Buy
6,250
+402
+7% +$27.2K 0.05% 437
2022
Q4 		$372K Buy
5,848
+109
+2% +$6.69K 0.05% 453
2022
Q3 		$325K Sell
5,739
-73
-1% -$4.83K 0.05% 442
2022
Q2 		$368K Buy
5,812
+500
+9% +$33.9K 0.05% 412
2022
Q1 		$372K Buy
5,312
+417
+9% +$26.6K 0.05% 442
2021
Q4 		$334K Buy
4,895
+729
+17% +$46.2K 0.04% 471
2021
Q3 		$231K Buy
+4,166
New +$239K 0.03% 553

Other funds holding EIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Edison International (EIX) in Q4 2024, closing a stake of 9,535 shares — an estimated $830K sold.

First Trust Direct Indexing first reported a position in EIX in Q3 2021 and held it in 13 quarters. The position peaked at $830K in Q3 2024. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,535 Edison International shares in Q4 2024, an estimated $830K.
  • First Trust Direct Indexing first reported a position in Edison International in Q3 2021 and held it in 13 quarters.
  • First Trust Direct Indexing's Edison International position peaked at $830K in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

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