First Trust Direct Indexing’s Equinor EQNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18,525	Closed	-$469K	–	294
2024 Q3	$469K	Sell	18,525 -2,832	-13%	-$74.8K	0.03%	566
2024 Q2	$610K	Buy	21,357 +1,496	+8%	+$41.7K	0.04%	450
2024 Q1	$537K	Sell	19,861 -7,993	-29%	-$219K	0.04%	459
2023 Q4	$881K	Buy	27,854 +3,306	+13%	+$107K	0.08%	296
2023 Q3	$805K	Buy	24,548 +355	+1%	+$11K	0.09%	262
2023 Q2	$707K	Buy	24,193 +1,099	+5%	+$31.3K	0.08%	302
2023 Q1	$657K	Sell	23,094 -4,225	-15%	-$127K	0.08%	320
2022 Q4	$978K	Buy	27,319 +369	+1%	+$13.2K	0.13%	204
2022 Q3	$892K	Buy	26,950 +3,747	+16%	+$135K	0.13%	206
2022 Q2	$807K	Buy	23,203 +7,058	+44%	+$252K	0.11%	238
2022 Q1	$606K	Buy	16,145 +2,313	+17%	+$71.9K	0.07%	330
2021 Q4	$364K	Buy	13,832 +149	+1%	+$3.93K	0.05%	442
2021 Q3	$349K	Buy	13,683 +4,230	+45%	+$90.6K	0.05%	436
2021 Q2	$200K	Buy	+9,453	New	+$199K	0.03%	555

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return