First Trust Direct Indexing’s Manulife Financial MFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-31,064	Closed	-$918K	–	556
2024 Q3	$918K	Sell	31,064 -4,781	-13%	-$128K	0.05%	375
2024 Q2	$954K	Buy	35,845 +991	+3%	+$24.8K	0.06%	315
2024 Q1	$871K	Buy	34,854 +2,970	+9%	+$68.3K	0.06%	325
2023 Q4	$705K	Sell	31,884 -674	-2%	-$12.9K	0.06%	349
2023 Q3	$595K	Buy	32,558 +4,105	+14%	+$77.6K	0.07%	342
2023 Q2	$538K	Sell	28,453 -1,744	-6%	-$33.3K	0.06%	392
2023 Q1	$554K	Buy	30,197 +2,259	+8%	+$43K	0.07%	367
2022 Q4	$498K	Sell	27,938 -1,518	-5%	-$25.9K	0.07%	384
2022 Q3	$462K	Buy	29,456 +4,112	+16%	+$72.1K	0.07%	365
2022 Q2	$439K	Buy	25,344 +875	+4%	+$16.5K	0.06%	376
2022 Q1	$522K	Buy	24,469 +1,891	+8%	+$38.8K	0.06%	365
2021 Q4	$431K	Sell	22,578 -38	-0.2%	-$736	0.06%	390
2021 Q3	$435K	Buy	+22,616	New	+$440K	0.06%	381
2021 Q1	–	Sell	-149	Closed	-$3K	–	740
2020 Q4	$3K	Buy	+149	New	+$2.38K	﹤0.01%	1073

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

First Trust Direct Indexing sold out of Manulife Financial (MFC) in Q4 2024, closing a stake of 31,064 shares — an estimated $918K sold.

First Trust Direct Indexing first reported a position in MFC in Q4 2020 and held it in 14 quarters. The position peaked at $954K in Q2 2024. 706 funds tracked by Wall St. Rank hold MFC as of Q4 2024.

First Trust Direct Indexing reported no remaining Manulife Financial position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 31,064 Manulife Financial shares in Q4 2024, an estimated $918K.
First Trust Direct Indexing first reported a position in Manulife Financial in Q4 2020 and held it in 14 quarters.
First Trust Direct Indexing's Manulife Financial position peaked at $954K in Q2 2024.
706 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2024.

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