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First Trust Direct Indexing’s Mizuho Financial MFG Stock Holding History

First Trust Direct Indexing’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-421,587
Closed -$1.76M – 557
2024
Q3 		$1.76M Buy
421,587
+5,503
+1% +$23K 0.09% 226
2024
Q2 		$1.76M Buy
416,084
+17,777
+4% +$70.5K 0.11% 189
2024
Q1 		$1.59M Buy
398,307
+7,905
+2% +$29.5K 0.12% 181
2023
Q4 		$1.34M Buy
390,402
+11,632
+3% +$39.5K 0.12% 188
2023
Q3 		$1.3M Buy
378,770
+21,287
+6% +$70.8K 0.15% 162
2023
Q2 		$1.1M Buy
357,483
+4,068
+1% +$12.1K 0.12% 192
2023
Q1 		$997K Buy
353,415
+14,255
+4% +$43.6K 0.12% 211
2022
Q4 		$963K Buy
339,160
+29,374
+9% +$69.2K 0.13% 211
2022
Q3 		$685K Sell
309,786
-8,417
-3% -$19.6K 0.1% 268
2022
Q2 		$713K Buy
318,203
+13,325
+4% +$31.5K 0.1% 269
2022
Q1 		$784K Buy
304,878
+110,732
+57% +$303K 0.1% 268
2021
Q4 		$495K Sell
194,146
-10,593
-5% -$28K 0.06% 357
2021
Q3 		$581K Buy
204,739
+22,999
+13% +$66.3K 0.08% 301
2021
Q2 		$518K Buy
181,740
+114,033
+168% +$341K 0.08% 315
2021
Q1 		$197K Buy
67,707
+4,865
+8% +$14.2K 0.05% 377
2020
Q4 		$160K Buy
+62,842
New +$162K 0.04% 394

Other funds holding MFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Mizuho Financial (MFG) in Q4 2024, closing a stake of 421,587 shares — an estimated $1.76M sold.

First Trust Direct Indexing first reported a position in MFG in Q4 2020 and held it in 16 quarters. The position peaked at $1.76M in Q3 2024. 285 funds tracked by Wall St. Rank hold MFG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Mizuho Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 421,587 Mizuho Financial shares in Q4 2024, an estimated $1.76M.
  • First Trust Direct Indexing first reported a position in Mizuho Financial in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Mizuho Financial position peaked at $1.76M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2024.

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