FTDI
KW

First Trust Direct Indexing’s Kennedy-Wilson Holdings KW Stock Holding History

First Trust Direct Indexing’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,215
Closed -$157K – 502
2024
Q3 		$157K Buy
14,215
+166
+1% +$1.76K 0.01% 937
2024
Q2 		$137K Buy
+14,049
New +$131K 0.01% 868

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Kennedy-Wilson Holdings (KW) in Q4 2024, closing a stake of 14,215 shares — an estimated $157K sold.

First Trust Direct Indexing first reported a position in KW in Q2 2024 and held it in 2 quarters. The position peaked at $157K in Q3 2024. 234 funds tracked by Wall St. Rank hold KW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Kennedy-Wilson Holdings position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,215 Kennedy-Wilson Holdings shares in Q4 2024, an estimated $157K.
  • First Trust Direct Indexing first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Kennedy-Wilson Holdings position peaked at $157K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2024.

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