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First Trust Direct Indexing’s KKR & Co KKR Stock Holding History

First Trust Direct Indexing’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,490
Closed -$1.5M – 488
2024
Q3 		$1.5M Buy
11,490
+3,465
+43% +$410K 0.08% 254
2024
Q2 		$845K Buy
8,025
+2,003
+33% +$204K 0.05% 354
2024
Q1 		$606K Sell
6,022
-2,489
-29% -$229K 0.05% 419
2023
Q4 		$705K Buy
8,511
+4,595
+117% +$311K 0.06% 348
2023
Q3 		$241K Buy
+3,916
New +$238K 0.03% 589
2023
Q2 		– Sell
-6,291
Closed -$330K – 730
2023
Q1 		$330K Buy
6,291
+1,008
+19% +$54.1K 0.04% 513
2022
Q4 		$245K Buy
5,283
+9
+0.2% +$439 0.03% 571
2022
Q3 		$227K Sell
5,274
-76
-1% -$3.84K 0.03% 546
2022
Q2 		$248K Buy
5,350
+163
+3% +$8.55K 0.03% 528
2022
Q1 		$303K Buy
5,187
+31
+0.6% +$1.95K 0.04% 505
2021
Q4 		$384K Sell
5,156
-23
-0.4% -$1.7K 0.05% 427
2021
Q3 		$315K Buy
+5,179
New +$325K 0.04% 463

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 11,490 shares — an estimated $1.5M sold.

First Trust Direct Indexing first reported a position in KKR in Q3 2021 and held it in 12 quarters. The position peaked at $1.5M in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,490 KKR & Co shares in Q4 2024, an estimated $1.5M.
  • First Trust Direct Indexing first reported a position in KKR & Co in Q3 2021 and held it in 12 quarters.
  • First Trust Direct Indexing's KKR & Co position peaked at $1.5M in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

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