First Trust Direct Indexing’s Loews L Stock Holding History

First Trust Direct Indexing’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,654	Closed	-$526K	–	503
2024 Q3	$526K	Buy	6,654 +1,292	+24%	+$101K	0.03%	529
2024 Q2	$401K	Buy	5,362 +962	+22%	+$72.9K	0.02%	564
2024 Q1	$344K	Buy	4,400 +39	+0.9%	+$2.88K	0.03%	577
2023 Q4	$303K	Buy	4,361 +668	+18%	+$44.4K	0.03%	579
2023 Q3	$234K	Buy	3,693 +71	+2%	+$4.42K	0.03%	599
2023 Q2	$215K	Sell	3,622 -627	-15%	-$36.3K	0.02%	637
2023 Q1	$247K	Buy	+4,249	New	+$252K	0.03%	600

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Loews (L) in Q4 2024, closing a stake of 6,654 shares — an estimated $526K sold.

First Trust Direct Indexing first reported a position in L in Q1 2023 and held it in 7 quarters. The position peaked at $526K in Q3 2024. 632 funds tracked by Wall St. Rank hold L as of Q4 2024.

First Trust Direct Indexing reported no remaining Loews position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,654 Loews shares in Q4 2024, an estimated $526K.
First Trust Direct Indexing first reported a position in Loews in Q1 2023 and held it in 7 quarters.
First Trust Direct Indexing's Loews position peaked at $526K in Q3 2024.
632 funds tracked by Wall St. Rank held Loews as of Q4 2024.

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