FTDI
ICLR icon

First Trust Direct Indexing’s Icon ICLR Stock Holding History

First Trust Direct Indexing’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,598
Closed -$459K – 423
2024
Q3 		$459K Buy
1,598
+824
+106% +$260K 0.02% 572
2024
Q2 		$243K Buy
774
+164
+27% +$51.4K 0.02% 746
2024
Q1 		$205K Buy
+610
New +$180K 0.02% 728
2023
Q1 		– Sell
-1,200
Closed -$233K – 710
2022
Q4 		$233K Sell
1,200
-57
-5% -$11.3K 0.03% 579
2022
Q3 		$231K Sell
1,257
-10
-0.8% -$2.18K 0.03% 537
2022
Q2 		$275K Buy
1,267
+13
+1% +$2.92K 0.04% 493
2022
Q1 		$305K Sell
1,254
-4
-0.3% -$1K 0.04% 501
2021
Q4 		$390K Sell
1,258
-2
-0.2% -$560 0.05% 420
2021
Q3 		$330K Buy
+1,260
New +$306K 0.05% 452

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return