FTDI
FMX icon

First Trust Direct Indexing’s Fomento Económico Mexicano FMX Stock Holding History

First Trust Direct Indexing’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,903
Closed -$248K – 923
2024
Q1 		$248K Sell
1,903
-2,210
-54% -$289K 0.02% 661
2023
Q4 		$536K Sell
4,113
-45
-1% -$5.35K 0.05% 430
2023
Q3 		$454K Buy
4,158
+2,258
+119% +$251K 0.05% 420
2023
Q2 		$211K Sell
1,900
-4,163
-69% -$419K 0.02% 647
2023
Q1 		$577K Sell
6,063
-1,499
-20% -$131K 0.07% 360
2022
Q4 		$591K Buy
7,562
+126
+2% +$9.27K 0.08% 329
2022
Q3 		$467K Sell
7,436
-812
-10% -$51.2K 0.07% 361
2022
Q2 		$557K Sell
8,248
-1,482
-15% -$110K 0.08% 324
2022
Q1 		$806K Buy
9,730
+8
+0.1% +$631 0.1% 261
2021
Q4 		$756K Sell
9,722
-419
-4% -$32.8K 0.1% 258
2021
Q3 		$879K Buy
10,141
+71
+0.7% +$6.11K 0.12% 204
2021
Q2 		$851K Buy
10,070
+6,483
+181% +$531K 0.13% 202
2021
Q1 		$270K Buy
3,587
+7
+0.2% +$510 0.07% 323
2020
Q4 		$271K Buy
+3,580
New +$239K 0.07% 307

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

First Trust Direct Indexing's FMX Position: Q2 2024 in Review

First Trust Direct Indexing sold out of Fomento Económico Mexicano (FMX) in Q2 2024, closing a stake of 1,903 shares — an estimated $248K sold.

First Trust Direct Indexing first reported a position in FMX in Q4 2020 and held it in 14 quarters. The position peaked at $879K in Q3 2021. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

  • First Trust Direct Indexing reported no remaining Fomento Económico Mexicano position as of Q2 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,903 Fomento Económico Mexicano shares in Q2 2024, an estimated $248K.
  • First Trust Direct Indexing first reported a position in Fomento Económico Mexicano in Q4 2020 and held it in 14 quarters.
  • First Trust Direct Indexing's Fomento Económico Mexicano position peaked at $879K in Q3 2021.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on First Trust Direct Indexing's 13F filing for Q2 2024, filed 5 Aug 2024.