First Trust Direct Indexing’s Humana HUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,011	Closed	-$1.27M	–	414
2024 Q3	$1.27M	Sell	4,011 -382	-9%	-$136K	0.07%	291
2024 Q2	$1.64M	Buy	4,393 +1,158	+36%	+$391K	0.1%	203
2024 Q1	$1.12M	Sell	3,235 -49	-1%	-$18.6K	0.08%	273
2023 Q4	$1.5M	Buy	3,284 +358	+12%	+$176K	0.13%	170
2023 Q3	$1.42M	Buy	2,926 +24	+0.8%	+$11.3K	0.16%	139
2023 Q2	$1.3M	Sell	2,902 -388	-12%	-$195K	0.14%	159
2023 Q1	$1.6M	Buy	3,290 +245	+8%	+$121K	0.19%	119
2022 Q4	$1.56M	Sell	3,045 -130	-4%	-$68.3K	0.21%	119
2022 Q3	$1.54M	Sell	3,175 -25	-0.8%	-$12.2K	0.22%	102
2022 Q2	$1.5M	Buy	3,200 +114	+4%	+$50.7K	0.21%	112
2022 Q1	$1.34M	Buy	3,086 +131	+4%	+$54.8K	0.16%	149
2021 Q4	$1.37M	Buy	2,955 +21	+0.7%	+$9.29K	0.18%	130
2021 Q3	$1.14M	Buy	2,934 +197	+7%	+$83.6K	0.16%	144
2021 Q2	$1.21M	Buy	2,737 +882	+48%	+$385K	0.18%	135
2021 Q1	$778K	Buy	1,855 +90	+5%	+$35.9K	0.21%	136
2020 Q4	$724K	Buy	+1,765	New	+$734K	0.2%	130

Other funds holding HUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return