FTDI
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First Trust Direct Indexing’s Equitable Holdings EQH Stock Holding History

First Trust Direct Indexing’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,733
Closed -$535K – 292
2024
Q3 		$535K Buy
12,733
+548
+4% +$22.5K 0.03% 523
2024
Q2 		$498K Buy
12,185
+3,024
+33% +$118K 0.03% 506
2024
Q1 		$348K Buy
9,161
+788
+9% +$26.8K 0.03% 573
2023
Q4 		$279K Buy
8,373
+101
+1% +$2.96K 0.03% 599
2023
Q3 		$235K Sell
8,272
-495
-6% -$14K 0.03% 598
2023
Q2 		$238K Sell
8,767
-65
-0.7% -$1.65K 0.03% 610
2023
Q1 		$224K Sell
8,832
-1
-0% -$30 0.03% 626
2022
Q4 		$254K Buy
8,833
+70
+0.8% +$2.07K 0.03% 561
2022
Q3 		$231K Sell
8,763
-117
-1% -$3.33K 0.03% 536
2022
Q2 		$232K Buy
8,880
+633
+8% +$18.3K 0.03% 545
2022
Q1 		$255K Sell
8,247
-252
-3% -$8.31K 0.03% 553
2021
Q4 		$279K Sell
8,499
-184
-2% -$6.04K 0.04% 508
2021
Q3 		$257K Sell
8,683
-210
-2% -$6.36K 0.04% 521
2021
Q2 		$271K Buy
+8,893
New +$290K 0.04% 484

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 12,733 shares — an estimated $535K sold.

First Trust Direct Indexing first reported a position in EQH in Q2 2021 and held it in 14 quarters. The position peaked at $535K in Q3 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 12,733 Equitable Holdings shares in Q4 2024, an estimated $535K.
  • First Trust Direct Indexing first reported a position in Equitable Holdings in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Equitable Holdings position peaked at $535K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

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