First Trust Direct Indexing’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,702
Closed -$841K 284
2024
Q3
$841K Buy
20,702
+478
+2% +$18.4K 0.05% 407
2024
Q2
$720K Buy
20,224
+2,643
+15% +$94.4K 0.04% 403
2024
Q1
$636K Buy
17,581
+273
+2% +$9.69K 0.05% 406
2023
Q4
$623K Sell
17,308
-3,482
-17% -$117K 0.06% 391
2023
Q3
$690K Buy
20,790
+2,100
+11% +$74.5K 0.08% 304
2023
Q2
$694K Sell
18,690
-4,078
-18% -$155K 0.08% 309
2023
Q1
$869K Sell
22,768
-561
-2% -$22K 0.1% 247
2022
Q4
$912K Buy
23,329
+296
+1% +$11.6K 0.12% 226
2022
Q3
$855K Buy
23,033
+34
+0.1% +$1.43K 0.12% 217
2022
Q2
$972K Buy
22,999
+278
+1% +$12.4K 0.14% 199
2022
Q1
$1.05M Buy
22,721
+1,550
+7% +$66.4K 0.13% 198
2021
Q4
$827K Buy
21,171
+12
+0.1% +$481 0.11% 231
2021
Q3
$842K Buy
21,159
+3,375
+19% +$133K 0.12% 214
2021
Q2
$712K Buy
17,784
+2,745
+18% +$106K 0.11% 251
2021
Q1
$547K Buy
15,039
+107
+0.7% +$3.76K 0.15% 192
2020
Q4
$478K Buy
+14,932
New +$454K 0.13% 199

Other funds holding ENB

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

First Trust Direct Indexing sold out of Enbridge (ENB) in Q4 2024, closing a stake of 20,702 shares — an estimated $841K sold.

First Trust Direct Indexing first reported a position in ENB in Q4 2020 and held it in 16 quarters. The position peaked at $1.05M in Q1 2022. 1,342 funds tracked by Wall St. Rank hold ENB as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Enbridge position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 20,702 Enbridge shares in Q4 2024, an estimated $841K.
  • First Trust Direct Indexing first reported a position in Enbridge in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Enbridge position peaked at $1.05M in Q1 2022.
  • 1,342 funds tracked by Wall St. Rank held Enbridge as of Q4 2024.

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