First Trust Direct Indexing’s Companhia Paranaense de Energia (COPEL) ELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,508	Closed	-$101K	–	279
2024 Q3	$101K	Sell	13,508 -1,301	-9%	-$9.69K	0.01%	960
2024 Q2	$99.1K	Sell	14,809 -4,758	-24%	-$34.3K	0.01%	882
2024 Q1	$151K	Sell	19,567 -5,822	-23%	-$47.3K	0.01%	760
2023 Q4	$215K	Sell	25,389 -4,615	-15%	-$33.5K	0.02%	690
2023 Q3	$211K	Buy	30,004 +1,344	+5%	+$9.29K	0.02%	631
2023 Q2	$197K	Buy	28,660 +7,985	+39%	+$48.6K	0.02%	661
2023 Q1	$111K	Sell	20,675 -555	-3%	-$3.02K	0.01%	672
2022 Q4	$122K	Buy	21,230 +1,229	+6%	+$6.83K	0.02%	650
2022 Q3	$95K	Buy	+20,001	New	+$103K	0.01%	625

Other funds holding ELP

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Companhia Paranaense de Energia (COPEL) (ELP) in Q4 2024, closing a stake of 13,508 shares — an estimated $101K sold.

First Trust Direct Indexing first reported a position in ELP in Q3 2022 and held it in 9 quarters. The position peaked at $215K in Q4 2023. 90 funds tracked by Wall St. Rank hold ELP as of Q4 2024.

First Trust Direct Indexing reported no remaining Companhia Paranaense de Energia (COPEL) position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 13,508 Companhia Paranaense de Energia (COPEL) shares in Q4 2024, an estimated $101K.
First Trust Direct Indexing first reported a position in Companhia Paranaense de Energia (COPEL) in Q3 2022 and held it in 9 quarters.
First Trust Direct Indexing's Companhia Paranaense de Energia (COPEL) position peaked at $215K in Q4 2023.
90 funds tracked by Wall St. Rank held Companhia Paranaense de Energia (COPEL) as of Q4 2024.

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