First Trust Direct Indexing’s H.B. Fuller FUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,100	Closed	-$246K	–	353
2024 Q3	$246K	Buy	3,100 +435	+16%	+$35.3K	0.01%	830
2024 Q2	$205K	Buy	+2,665	New	+$207K	0.01%	827
2024 Q1	–	Sell	-2,610	Closed	-$212K	–	831
2023 Q4	$212K	Buy	+2,610	New	+$193K	0.02%	698
2022 Q1	–	Sell	-2,683	Closed	-$217K	–	683
2021 Q4	$217K	Buy	+2,683	New	+$198K	0.03%	588
2021 Q1	–	Sell	-1,757	Closed	-$91K	–	611
2020 Q4	$91K	Buy	+1,757	New	+$89K	0.02%	539

Other funds holding FUL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

First Trust Direct Indexing sold out of H.B. Fuller (FUL) in Q4 2024, closing a stake of 3,100 shares — an estimated $246K sold.

First Trust Direct Indexing first reported a position in FUL in Q4 2020 and held it in 5 quarters. The position peaked at $246K in Q3 2024. 324 funds tracked by Wall St. Rank hold FUL as of Q4 2024.

First Trust Direct Indexing reported no remaining H.B. Fuller position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 3,100 H.B. Fuller shares in Q4 2024, an estimated $246K.
First Trust Direct Indexing first reported a position in H.B. Fuller in Q4 2020 and held it in 5 quarters.
First Trust Direct Indexing's H.B. Fuller position peaked at $246K in Q3 2024.
324 funds tracked by Wall St. Rank held H.B. Fuller as of Q4 2024.

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