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First Trust Direct Indexing’s Jackson Financial JXN Stock Holding History

First Trust Direct Indexing’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,479
Closed -$317K – 477
2024
Q3 		$317K Sell
3,479
-130
-4% -$10.8K 0.02% 705
2024
Q2 		$268K Buy
3,609
+514
+17% +$36.7K 0.02% 704
2024
Q1 		$205K Buy
+3,095
New +$168K 0.02% 730

Other funds holding JXN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Jackson Financial (JXN) in Q4 2024, closing a stake of 3,479 shares — an estimated $317K sold.

First Trust Direct Indexing first reported a position in JXN in Q1 2024 and held it in 3 quarters. The position peaked at $317K in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Jackson Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,479 Jackson Financial shares in Q4 2024, an estimated $317K.
  • First Trust Direct Indexing first reported a position in Jackson Financial in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's Jackson Financial position peaked at $317K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

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