First Trust Direct Indexing’s LXP Industrial Trust LXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,023	Closed	-$90K	–	769
2023 Q3	$90K	Buy	+2,023	New	+$99.2K	0.01%	681
2022 Q4	–	Sell	-2,089	Closed	-$96K	–	698
2022 Q3	$96K	Sell	2,089 -18	-0.9%	-$936	0.01%	622
2022 Q2	$113K	Hold	2,107	–	–	0.02%	613
2022 Q1	$165K	Buy	2,107 +32	+2%	+$2.41K	0.02%	640
2021 Q4	$162K	Hold	2,075	–	–	0.02%	625
2021 Q3	$132K	Buy	+2,075	New	+$136K	0.02%	616
2021 Q1	–	Sell	-1,585	Closed	-$84K	–	728
2020 Q4	$84K	Buy	+1,585	New	+$83.6K	0.02%	572

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Direct Indexing's LXP Position: Q4 2023 in Review

First Trust Direct Indexing sold out of LXP Industrial Trust (LXP) in Q4 2023, closing a stake of 2,023 shares — an estimated $90K sold.

First Trust Direct Indexing first reported a position in LXP in Q4 2020 and held it in 7 quarters. The position peaked at $165K in Q1 2022. 273 funds tracked by Wall St. Rank hold LXP as of Q4 2023.

First Trust Direct Indexing reported no remaining LXP Industrial Trust position as of Q4 2023 after selling out during the quarter.
First Trust Direct Indexing sold 2,023 LXP Industrial Trust shares in Q4 2023, an estimated $90K.
First Trust Direct Indexing first reported a position in LXP Industrial Trust in Q4 2020 and held it in 7 quarters.
First Trust Direct Indexing's LXP Industrial Trust position peaked at $165K in Q1 2022.
273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.