FTDI
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return