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First Trust Direct Indexing’s Korea Electric Power KEP Stock Holding History

First Trust Direct Indexing’s Portfolio KEP Stock Details KEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-54,001
Closed -$419K – 482
2024
Q3 		$419K Sell
54,001
-10,585
-16% -$80.4K 0.02% 604
2024
Q2 		$458K Sell
64,586
-9,592
-13% -$72.1K 0.03% 527
2024
Q1 		$618K Sell
74,178
-47,940
-39% -$388K 0.05% 413
2023
Q4 		$885K Sell
122,118
-16,446
-12% -$111K 0.08% 295
2023
Q3 		$892K Sell
138,564
-8,944
-6% -$63.5K 0.1% 228
2023
Q2 		$1.14M Buy
147,508
+40,485
+38% +$291K 0.13% 184
2023
Q1 		$743K Buy
107,023
+6,458
+6% +$47.7K 0.09% 288
2022
Q4 		$869K Buy
100,565
+12,169
+14% +$86.6K 0.12% 236
2022
Q3 		$601K Buy
88,396
+4,494
+5% +$35.3K 0.09% 301
2022
Q2 		$737K Sell
83,902
-966
-1% -$8.56K 0.1% 260
2022
Q1 		$790K Buy
84,868
+6,213
+8% +$57.5K 0.1% 266
2021
Q4 		$719K Sell
78,655
-951
-1% -$8.99K 0.09% 268
2021
Q3 		$786K Buy
79,606
+10,348
+15% +$109K 0.11% 230
2021
Q2 		$748K Buy
69,258
+44,419
+179% +$489K 0.11% 239
2021
Q1 		$255K Buy
24,839
+331
+1% +$3.58K 0.07% 336
2020
Q4 		$301K Buy
+24,508
New +$242K 0.08% 286

Other funds holding KEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 Direct Indexing's KEP Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Korea Electric Power (KEP) in Q4 2024, closing a stake of 54,001 shares — an estimated $419K sold.

First Trust Direct Indexing first reported a position in KEP in Q4 2020 and held it in 16 quarters. The position peaked at $1.14M in Q2 2023. 117 funds tracked by Wall St. Rank hold KEP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Korea Electric Power position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 54,001 Korea Electric Power shares in Q4 2024, an estimated $419K.
  • First Trust Direct Indexing first reported a position in Korea Electric Power in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Korea Electric Power position peaked at $1.14M in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Korea Electric Power as of Q4 2024.

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