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First Trust Direct Indexing’s Globe Life GL Stock Holding History

First Trust Direct Indexing’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,439
Closed -$364K – 366
2024
Q3 		$364K Buy
3,439
+968
+39% +$92.8K 0.02% 657
2024
Q2 		$203K Sell
2,471
-708
-22% -$58.6K 0.01% 837
2024
Q1 		$370K Sell
3,179
-108
-3% -$13.2K 0.03% 557
2023
Q4 		$400K Buy
3,287
+302
+10% +$35.5K 0.04% 502
2023
Q3 		$325K Buy
2,985
+195
+7% +$21.8K 0.04% 495
2023
Q2 		$306K Sell
2,790
-245
-8% -$26.3K 0.03% 544
2023
Q1 		$334K Buy
3,035
+593
+24% +$69.6K 0.04% 508
2022
Q4 		$294K Buy
2,442
+342
+16% +$39.1K 0.04% 516
2022
Q3 		$209K Buy
+2,100
New +$211K 0.03% 578
2021
Q1 		– Sell
-79
Closed -$8K – 625
2020
Q4 		$8K Buy
+79
New +$7.03K ﹤0.01% 952

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Globe Life (GL) in Q4 2024, closing a stake of 3,439 shares — an estimated $364K sold.

First Trust Direct Indexing first reported a position in GL in Q4 2020 and held it in 10 quarters. The position peaked at $400K in Q4 2023. 566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Globe Life position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,439 Globe Life shares in Q4 2024, an estimated $364K.
  • First Trust Direct Indexing first reported a position in Globe Life in Q4 2020 and held it in 10 quarters.
  • First Trust Direct Indexing's Globe Life position peaked at $400K in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

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