First Trust Direct Indexing’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,324
Closed -$323K 522
2024
Q3
$323K Buy
+5,324
New +$302K 0.02% 699
2023
Q3
Sell
-5,664
Closed -$297K 722
2023
Q2
$297K Sell
5,664
-31
-0.5% -$1.66K 0.03% 548
2023
Q1
$304K Sell
5,695
-488
-8% -$26K 0.04% 535
2022
Q4
$341K Buy
+6,183
New +$330K 0.05% 473

Other funds holding LNT

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

First Trust Direct Indexing sold out of Alliant Energy (LNT) in Q4 2024, closing a stake of 5,324 shares — an estimated $323K sold.

First Trust Direct Indexing first reported a position in LNT in Q4 2022 and held it in 4 quarters. The position peaked at $341K in Q4 2022. 717 funds tracked by Wall St. Rank hold LNT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Alliant Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,324 Alliant Energy shares in Q4 2024, an estimated $323K.
  • First Trust Direct Indexing first reported a position in Alliant Energy in Q4 2022 and held it in 4 quarters.
  • First Trust Direct Indexing's Alliant Energy position peaked at $341K in Q4 2022.
  • 717 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2024.

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