FTDI
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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

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Equinor (EQNR) in Q4 2024, closing a stake of 18,525 shares — an estimated $469K sold.

First Trust Direct Indexing first reported a position in EQNR in Q2 2021 and held it in 14 quarters. The position peaked at $978K in Q4 2022. 312 funds tracked by Wall St. Rank hold EQNR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Equinor position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 18,525 Equinor shares in Q4 2024, an estimated $469K.
  • First Trust Direct Indexing first reported a position in Equinor in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Equinor position peaked at $978K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Equinor as of Q4 2024.

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