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First Trust Direct Indexing’s IDEX IEX Stock Holding History

First Trust Direct Indexing’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,069
Closed -$229K – 426
2024
Q3 		$229K Sell
1,069
-66
-6% -$13.3K 0.01% 863
2024
Q2 		$228K Buy
1,135
+80
+8% +$17.5K 0.01% 771
2024
Q1 		$257K Buy
+1,055
New +$238K 0.02% 648

Other funds holding IEX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

First Trust Direct Indexing sold out of IDEX (IEX) in Q4 2024, closing a stake of 1,069 shares — an estimated $229K sold.

First Trust Direct Indexing first reported a position in IEX in Q1 2024 and held it in 3 quarters. The position peaked at $257K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,069 IDEX shares in Q4 2024, an estimated $229K.
  • First Trust Direct Indexing first reported a position in IDEX in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's IDEX position peaked at $257K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

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