First Trust Direct Indexing’s Emcor EME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,739	Closed	-$749K	–	281
2024 Q3	$749K	Buy	1,739 +219	+14%	+$82.7K	0.04%	437
2024 Q2	$555K	Buy	1,520 +185	+14%	+$68.3K	0.03%	473
2024 Q1	$468K	Buy	+1,335	New	+$358K	0.03%	487

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

First Trust Direct Indexing sold out of Emcor (EME) in Q4 2024, closing a stake of 1,739 shares — an estimated $749K sold.

First Trust Direct Indexing first reported a position in EME in Q1 2024 and held it in 3 quarters. The position peaked at $749K in Q3 2024. 890 funds tracked by Wall St. Rank hold EME as of Q4 2024.

First Trust Direct Indexing reported no remaining Emcor position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 1,739 Emcor shares in Q4 2024, an estimated $749K.
First Trust Direct Indexing first reported a position in Emcor in Q1 2024 and held it in 3 quarters.
First Trust Direct Indexing's Emcor position peaked at $749K in Q3 2024.
890 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

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