First Trust Direct Indexing’s LG Display LPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,695	Closed	-$165K	–	526
2024 Q3	$165K	Sell	40,695 -4,072	-9%	-$16.9K	0.01%	935
2024 Q2	$184K	Buy	44,767 +20,558	+85%	+$79.5K	0.01%	848
2024 Q1	$99.3K	Sell	24,209 -249,358	-91%	-$1.12M	0.01%	781
2023 Q4	$1.32M	Sell	273,567 -102,665	-27%	-$490K	0.12%	193
2023 Q3	$1.84M	Sell	376,232 -14,068	-4%	-$74.1K	0.21%	111
2023 Q2	$2.37M	Buy	390,300 +120,348	+45%	+$733K	0.26%	73
2023 Q1	$1.72M	Buy	269,952 +56,205	+26%	+$319K	0.2%	112
2022 Q4	$1.06M	Buy	213,747 +40,897	+24%	+$208K	0.14%	183
2022 Q3	$705K	Sell	172,850 -36,544	-17%	-$206K	0.1%	259
2022 Q2	$1.17M	Buy	209,394 +37,136	+22%	+$252K	0.16%	165
2022 Q1	$1.42M	Buy	172,258 +12,794	+8%	+$109K	0.17%	139
2021 Q4	$1.61M	Buy	159,464 +229	+0.1%	+$1.97K	0.21%	104
2021 Q3	$1.27M	Buy	159,235 +31,183	+24%	+$287K	0.18%	127
2021 Q2	$1.37M	Buy	128,052 +56,352	+79%	+$601K	0.2%	113
2021 Q1	$716K	Buy	71,700 +2,332	+3%	+$23.3K	0.19%	152
2020 Q4	$585K	Buy	+69,368	New	+$494K	0.16%	162

Other funds holding LPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of LG Display (LPL) in Q4 2024, closing a stake of 40,695 shares — an estimated $165K sold.

First Trust Direct Indexing first reported a position in LPL in Q4 2020 and held it in 16 quarters. The position peaked at $2.37M in Q2 2023. 85 funds tracked by Wall St. Rank hold LPL as of Q4 2024.

First Trust Direct Indexing reported no remaining LG Display position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 40,695 LG Display shares in Q4 2024, an estimated $165K.
First Trust Direct Indexing first reported a position in LG Display in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's LG Display position peaked at $2.37M in Q2 2023.
85 funds tracked by Wall St. Rank held LG Display as of Q4 2024.

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