First Trust Direct Indexing’s Loma Negra LOMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,973	Closed	-$111K	–	731
2023 Q1	$111K	Buy	15,973 +3,863	+32%	+$26.9K	0.01%	673
2022 Q4	$83K	Sell	12,110 -5,153	-30%	-$33.3K	0.01%	667
2022 Q3	$108K	Buy	17,263 +3,586	+26%	+$21.4K	0.02%	619
2022 Q2	$69K	Buy	+13,677	New	+$78.1K	0.01%	631

Other funds holding LOMA

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ACJ

Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

First Trust Direct Indexing's LOMA Position: Q2 2023 in Review

First Trust Direct Indexing sold out of Loma Negra (LOMA) in Q2 2023, closing a stake of 15,973 shares — an estimated $111K sold.

First Trust Direct Indexing first reported a position in LOMA in Q2 2022 and held it in 4 quarters. The position peaked at $111K in Q1 2023. 54 funds tracked by Wall St. Rank hold LOMA as of Q2 2023.

First Trust Direct Indexing reported no remaining Loma Negra position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 15,973 Loma Negra shares in Q2 2023, an estimated $111K.
First Trust Direct Indexing first reported a position in Loma Negra in Q2 2022 and held it in 4 quarters.
First Trust Direct Indexing's Loma Negra position peaked at $111K in Q1 2023.
54 funds tracked by Wall St. Rank held Loma Negra as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.