FTDI
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First Trust Direct Indexing’s Lowe's Companies LOW Stock Holding History

First Trust Direct Indexing’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,188
Closed -$6.55M – 525
2024
Q3 		$6.55M Buy
24,188
+5,320
+28% +$1.29M 0.35% 47
2024
Q2 		$4.16M Buy
18,868
+3,288
+21% +$750K 0.26% 76
2024
Q1 		$3.97M Buy
15,580
+1,641
+12% +$377K 0.3% 63
2023
Q4 		$3.1M Buy
13,939
+1,818
+15% +$369K 0.28% 66
2023
Q3 		$2.52M Buy
12,121
+618
+5% +$139K 0.29% 64
2023
Q2 		$2.6M Sell
11,503
-12
-0.1% -$2.5K 0.29% 59
2023
Q1 		$2.3M Buy
11,515
+341
+3% +$69.3K 0.27% 75
2022
Q4 		$2.23M Buy
11,174
+980
+10% +$196K 0.3% 74
2022
Q3 		$1.92M Sell
10,194
-684
-6% -$133K 0.28% 72
2022
Q2 		$1.9M Buy
10,878
+644
+6% +$124K 0.26% 77
2022
Q1 		$2.07M Buy
10,234
+113
+1% +$26K 0.25% 79
2021
Q4 		$2.62M Buy
10,121
+21
+0.2% +$4.99K 0.34% 54
2021
Q3 		$2.05M Sell
10,100
-1,845
-15% -$368K 0.29% 64
2021
Q2 		$2.32M Buy
11,945
+2,630
+28% +$515K 0.35% 51
2021
Q1 		$1.77M Buy
9,315
+393
+4% +$67.4K 0.47% 38
2020
Q4 		$1.43M Buy
+8,922
New +$1.45M 0.39% 45

Other funds holding LOW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

First Trust Direct Indexing sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 24,188 shares — an estimated $6.55M sold.

First Trust Direct Indexing first reported a position in LOW in Q4 2020 and held it in 16 quarters. The position peaked at $6.55M in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 24,188 Lowe's Companies shares in Q4 2024, an estimated $6.55M.
  • First Trust Direct Indexing first reported a position in Lowe's Companies in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Lowe's Companies position peaked at $6.55M in Q3 2024.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

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