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First Trust Direct Indexing’s Edwards Lifesciences EW Stock Holding History

First Trust Direct Indexing’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,467
Closed -$1.28M – 307
2024
Q3 		$1.28M Sell
19,467
-2,289
-11% -$166K 0.07% 286
2024
Q2 		$2.01M Buy
21,756
+2,517
+13% +$223K 0.12% 162
2024
Q1 		$1.84M Buy
19,239
+1,804
+10% +$152K 0.14% 155
2023
Q4 		$1.33M Buy
17,435
+932
+6% +$64.8K 0.12% 190
2023
Q3 		$1.14M Sell
16,503
-61
-0.4% -$4.9K 0.13% 175
2023
Q2 		$1.56M Buy
16,564
+1,995
+14% +$173K 0.17% 131
2023
Q1 		$1.21M Buy
14,569
+175
+1% +$13.8K 0.14% 168
2022
Q4 		$1.07M Sell
14,394
-1,424
-9% -$110K 0.14% 181
2022
Q3 		$1.31M Buy
15,818
+186
+1% +$17.9K 0.19% 129
2022
Q2 		$1.49M Buy
15,632
+743
+5% +$76.9K 0.21% 116
2022
Q1 		$1.75M Buy
14,889
+2,679
+22% +$301K 0.21% 97
2021
Q4 		$1.58M Buy
12,210
+519
+4% +$60.5K 0.21% 107
2021
Q3 		$1.32M Buy
11,691
+116
+1% +$13.2K 0.19% 119
2021
Q2 		$1.2M Buy
11,575
+2,825
+32% +$266K 0.18% 142
2021
Q1 		$732K Buy
8,750
+398
+5% +$33.6K 0.2% 146
2020
Q4 		$762K Buy
+8,352
New +$693K 0.21% 120

Other funds holding EW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

First Trust Direct Indexing sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 19,467 shares — an estimated $1.28M sold.

First Trust Direct Indexing first reported a position in EW in Q4 2020 and held it in 16 quarters. The position peaked at $2.01M in Q2 2024. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 19,467 Edwards Lifesciences shares in Q4 2024, an estimated $1.28M.
  • First Trust Direct Indexing first reported a position in Edwards Lifesciences in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Edwards Lifesciences position peaked at $2.01M in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

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