FTDI
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First Trust Direct Indexing’s Erie Indemnity ERIE Stock Holding History

First Trust Direct Indexing’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-991
Closed -$535K – 298
2024
Q3 		$535K Sell
991
-222
-18% -$101K 0.03% 524
2024
Q2 		$440K Buy
1,213
+111
+10% +$42.2K 0.03% 533
2024
Q1 		$443K Buy
1,102
+321
+41% +$118K 0.03% 500
2023
Q4 		$262K Buy
781
+8
+1% +$2.4K 0.02% 621
2023
Q3 		$227K Buy
+773
New +$200K 0.03% 605
2023
Q2 		– Sell
-958
Closed -$222K – 721
2023
Q1 		$222K Buy
958
+86
+10% +$20.6K 0.03% 629
2022
Q4 		$217K Buy
+872
New +$224K 0.03% 605

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return