FTDI
ENPH icon

First Trust Direct Indexing’s Enphase Energy ENPH Stock Holding History

First Trust Direct Indexing’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,759
Closed -$425K – 286
2024
Q3 		$425K Sell
3,759
-5
-0.1% -$559 0.02% 598
2024
Q2 		$375K Buy
3,764
+420
+13% +$48.9K 0.02% 577
2024
Q1 		$405K Buy
3,344
+944
+39% +$110K 0.03% 533
2023
Q4 		$317K Sell
2,400
-477
-17% -$50.6K 0.03% 569
2023
Q3 		$346K Sell
2,877
-740
-20% -$105K 0.04% 480
2023
Q2 		$606K Buy
3,617
+598
+20% +$107K 0.07% 345
2023
Q1 		$635K Sell
3,019
-235
-7% -$50.9K 0.08% 329
2022
Q4 		$862K Buy
3,254
+69
+2% +$20.1K 0.11% 242
2022
Q3 		$884K Buy
3,185
+223
+8% +$60.1K 0.13% 211
2022
Q2 		$578K Buy
2,962
+882
+42% +$159K 0.08% 310
2022
Q1 		$420K Buy
2,080
+21
+1% +$3.3K 0.05% 409
2021
Q4 		$377K Sell
2,059
-275
-12% -$57.4K 0.05% 434
2021
Q3 		$350K Sell
2,334
-82
-3% -$14.1K 0.05% 435
2021
Q2 		$444K Buy
+2,416
New +$354K 0.07% 352

Other funds holding ENPH

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,759 shares — an estimated $425K sold.

First Trust Direct Indexing first reported a position in ENPH in Q2 2021 and held it in 14 quarters. The position peaked at $884K in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,759 Enphase Energy shares in Q4 2024, an estimated $425K.
  • First Trust Direct Indexing first reported a position in Enphase Energy in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Enphase Energy position peaked at $884K in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

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