First Trust Direct Indexing’s Fresenius Medical Care FMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22,901	Closed	-$488K	–	336
2024 Q3	$488K	Buy	22,901 +2,021	+10%	+$39.8K	0.03%	558
2024 Q2	$399K	Sell	20,880 -1,384	-6%	-$28.2K	0.02%	567
2024 Q1	$429K	Sell	22,264 -1,294	-5%	-$25.6K	0.03%	509
2023 Q4	$491K	Sell	23,558 -330	-1%	-$6.34K	0.04%	444
2023 Q3	$515K	Buy	23,888 +1,482	+7%	+$36K	0.06%	387
2023 Q2	$536K	Sell	22,406 -528	-2%	-$12.1K	0.06%	394
2023 Q1	$488K	Buy	22,934 +174	+0.8%	+$3.33K	0.06%	406
2022 Q4	$372K	Buy	22,760 +4,875	+27%	+$72.3K	0.05%	454
2022 Q3	$251K	Buy	+17,885	New	+$338K	0.04%	514
2021 Q1	–	Sell	-683	Closed	-$28K	–	600
2020 Q4	$28K	Buy	+683	New	+$28.5K	0.01%	838

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 22,901 shares — an estimated $488K sold.

First Trust Direct Indexing first reported a position in FMS in Q4 2020 and held it in 10 quarters. The position peaked at $536K in Q2 2023. 189 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

First Trust Direct Indexing reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 22,901 Fresenius Medical Care shares in Q4 2024, an estimated $488K.
First Trust Direct Indexing first reported a position in Fresenius Medical Care in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's Fresenius Medical Care position peaked at $536K in Q2 2023.
189 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

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