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First Trust Direct Indexing’s Kinder Morgan KMI Stock Holding History

First Trust Direct Indexing’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-68,472
Closed -$1.51M – 491
2024
Q3 		$1.51M Sell
68,472
-9,308
-12% -$196K 0.08% 251
2024
Q2 		$1.55M Buy
77,780
+32,365
+71% +$617K 0.1% 212
2024
Q1 		$833K Buy
45,415
+29
+0.1% +$507 0.06% 337
2023
Q4 		$801K Buy
45,386
+8,511
+23% +$145K 0.07% 321
2023
Q3 		$611K Sell
36,875
-2,085
-5% -$35.9K 0.07% 337
2023
Q2 		$671K Sell
38,960
-1,301
-3% -$22.1K 0.07% 319
2023
Q1 		$705K Buy
40,261
+3,135
+8% +$55.8K 0.08% 304
2022
Q4 		$671K Buy
37,126
+1,089
+3% +$19.6K 0.09% 298
2022
Q3 		$600K Buy
36,037
+1,541
+4% +$27.4K 0.09% 303
2022
Q2 		$578K Sell
34,496
-179
-0.5% -$3.35K 0.08% 311
2022
Q1 		$656K Buy
34,675
+3,701
+12% +$65.1K 0.08% 313
2021
Q4 		$491K Sell
30,974
-1,236
-4% -$20.6K 0.06% 359
2021
Q3 		$539K Sell
32,210
-909
-3% -$15.4K 0.08% 326
2021
Q2 		$604K Buy
33,119
+5,584
+20% +$99.5K 0.09% 286
2021
Q1 		$458K Buy
27,535
+75
+0.3% +$1.15K 0.12% 233
2020
Q4 		$375K Buy
+27,460
New +$368K 0.1% 248

Other funds holding KMI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 68,472 shares — an estimated $1.51M sold.

First Trust Direct Indexing first reported a position in KMI in Q4 2020 and held it in 16 quarters. The position peaked at $1.55M in Q2 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 68,472 Kinder Morgan shares in Q4 2024, an estimated $1.51M.
  • First Trust Direct Indexing first reported a position in Kinder Morgan in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Kinder Morgan position peaked at $1.55M in Q2 2024.
  • 1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

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