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First Trust Direct Indexing’s Fidelity National Financial FNF Stock Holding History

First Trust Direct Indexing’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,117
Closed -$380K – 340
2024
Q3 		$380K Buy
6,117
+1,751
+40% +$98.3K 0.02% 641
2024
Q2 		$216K Buy
+4,366
New +$220K 0.01% 806
2021
Q1 		– Sell
-160
Closed -$6K – 601
2020
Q4 		$6K Buy
+160
New +$5.4K ﹤0.01% 994

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Fidelity National Financial (FNF) in Q4 2024, closing a stake of 6,117 shares — an estimated $380K sold.

First Trust Direct Indexing first reported a position in FNF in Q4 2020 and held it in 3 quarters. The position peaked at $380K in Q3 2024. 721 funds tracked by Wall St. Rank hold FNF as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Fidelity National Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,117 Fidelity National Financial shares in Q4 2024, an estimated $380K.
  • First Trust Direct Indexing first reported a position in Fidelity National Financial in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's Fidelity National Financial position peaked at $380K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2024.

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