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First Trust Direct Indexing’s Lufax Holding LU Stock Holding History

First Trust Direct Indexing’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,109
Closed -$46.4K – 724
2023
Q2 		$46.4K Buy
8,109
+5,017
+162% +$33.2K 0.01% 703
2023
Q1 		$25.2K Buy
+3,092
New +$29.6K ﹤0.01% 695

Other funds holding LU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

First Trust Direct Indexing's LU Position: Q3 2023 in Review

First Trust Direct Indexing sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 8,109 shares — an estimated $46.4K sold.

First Trust Direct Indexing first reported a position in LU in Q1 2023 and held it in 2 quarters. The position peaked at $46.4K in Q2 2023. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • First Trust Direct Indexing reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,109 Lufax Holding shares in Q3 2023, an estimated $46.4K.
  • First Trust Direct Indexing first reported a position in Lufax Holding in Q1 2023 and held it in 2 quarters.
  • First Trust Direct Indexing's Lufax Holding position peaked at $46.4K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on First Trust Direct Indexing's 13F filing for Q3 2023, filed 30 Oct 2023.