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First Trust Direct Indexing’s Lincoln Electric LECO Stock Holding History

First Trust Direct Indexing’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,064
Closed -$204K – 508
2024
Q3 		$204K Buy
+1,064
New +$204K 0.01% 914
2024
Q2 		– Sell
-966
Closed -$247K – 926
2024
Q1 		$247K Buy
+966
New +$228K 0.02% 664

Other funds holding LECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Lincoln Electric (LECO) in Q4 2024, closing a stake of 1,064 shares — an estimated $204K sold.

First Trust Direct Indexing first reported a position in LECO in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q1 2024. 549 funds tracked by Wall St. Rank hold LECO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lincoln Electric position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,064 Lincoln Electric shares in Q4 2024, an estimated $204K.
  • First Trust Direct Indexing first reported a position in Lincoln Electric in Q1 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Lincoln Electric position peaked at $247K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2024.

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