First Trust Direct Indexing’s Howmet Aerospace HWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,908	Closed	-$1.39M	–	415
2024 Q3	$1.39M	Buy	13,908 +3,181	+30%	+$287K	0.07%	268
2024 Q2	$833K	Buy	10,727 +3,306	+45%	+$250K	0.05%	359
2024 Q1	$508K	Buy	7,421 +1,040	+16%	+$63.8K	0.04%	465
2023 Q4	$345K	Buy	6,381 +1,269	+25%	+$62.6K	0.03%	543
2023 Q3	$236K	Buy	5,112 +876	+21%	+$42.7K	0.03%	595
2023 Q2	$210K	Buy	+4,236	New	+$189K	0.02%	650
2021 Q1	–	Sell	-1,248	Closed	-$36K	–	663
2020 Q4	$36K	Buy	+1,248	New	+$27.8K	0.01%	816

Other funds holding HWM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Howmet Aerospace (HWM) in Q4 2024, closing a stake of 13,908 shares — an estimated $1.39M sold.

First Trust Direct Indexing first reported a position in HWM in Q4 2020 and held it in 7 quarters. The position peaked at $1.39M in Q3 2024. 996 funds tracked by Wall St. Rank hold HWM as of Q4 2024.

First Trust Direct Indexing reported no remaining Howmet Aerospace position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 13,908 Howmet Aerospace shares in Q4 2024, an estimated $1.39M.
First Trust Direct Indexing first reported a position in Howmet Aerospace in Q4 2020 and held it in 7 quarters.
First Trust Direct Indexing's Howmet Aerospace position peaked at $1.39M in Q3 2024.
996 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2024.

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