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First Trust Direct Indexing’s Globus Medical GMED Stock Holding History

First Trust Direct Indexing’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,093
Closed -$221K – 370
2024
Q3 		$221K Sell
3,093
-67
-2% -$4.73K 0.01% 877
2024
Q2 		$216K Buy
+3,160
New +$189K 0.01% 804

Other funds holding GMED

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Globus Medical (GMED) in Q4 2024, closing a stake of 3,093 shares — an estimated $221K sold.

First Trust Direct Indexing first reported a position in GMED in Q2 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 500 funds tracked by Wall St. Rank hold GMED as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Globus Medical position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,093 Globus Medical shares in Q4 2024, an estimated $221K.
  • First Trust Direct Indexing first reported a position in Globus Medical in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Globus Medical position peaked at $221K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Globus Medical as of Q4 2024.

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