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First Trust Direct Indexing’s Mueller Industries MLI Stock Holding History

First Trust Direct Indexing’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,294
Closed -$344K – 561
2024
Q3 		$344K Sell
9,294
-48
-0.5% -$1.61K 0.02% 677
2024
Q2 		$266K Buy
9,342
+1,560
+20% +$43.7K 0.02% 708
2024
Q1 		$210K Buy
+7,782
New +$192K 0.02% 718
2021
Q1 		– Sell
-9,380
Closed -$82K – 747
2020
Q4 		$82K Buy
+9,380
New +$75.1K 0.02% 585

Other funds holding MLI

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Mueller Industries (MLI) in Q4 2024, closing a stake of 9,294 shares — an estimated $344K sold.

First Trust Direct Indexing first reported a position in MLI in Q4 2020 and held it in 4 quarters. The position peaked at $344K in Q3 2024. 520 funds tracked by Wall St. Rank hold MLI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Mueller Industries position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,294 Mueller Industries shares in Q4 2024, an estimated $344K.
  • First Trust Direct Indexing first reported a position in Mueller Industries in Q4 2020 and held it in 4 quarters.
  • First Trust Direct Indexing's Mueller Industries position peaked at $344K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2024.

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