FTDI
HIG icon

First Trust Direct Indexing’s Hartford Financial Services HIG Stock Holding History

First Trust Direct Indexing’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,665
Closed -$1.25M – 398
2024
Q3 		$1.25M Buy
10,665
+1,714
+19% +$188K 0.07% 297
2024
Q2 		$900K Buy
8,951
+2,908
+48% +$292K 0.06% 331
2024
Q1 		$623K Buy
6,043
+487
+9% +$44.6K 0.05% 412
2023
Q4 		$447K Buy
5,556
+1,191
+27% +$89.7K 0.04% 467
2023
Q3 		$310K Buy
4,365
+820
+23% +$59.5K 0.04% 511
2023
Q2 		$255K Buy
+3,545
New +$249K 0.03% 592

Other funds holding HIG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 10,665 shares — an estimated $1.25M sold.

First Trust Direct Indexing first reported a position in HIG in Q2 2023 and held it in 6 quarters. The position peaked at $1.25M in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,665 Hartford Financial Services shares in Q4 2024, an estimated $1.25M.
  • First Trust Direct Indexing first reported a position in Hartford Financial Services in Q2 2023 and held it in 6 quarters.
  • First Trust Direct Indexing's Hartford Financial Services position peaked at $1.25M in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

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