First Trust Direct Indexing’s 3M MMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,279	Closed	-$1.82M	–	564
2024 Q3	$1.82M	Buy	13,279 +1,131	+9%	+$138K	0.1%	218
2024 Q2	$1.24M	Buy	12,148 +561	+5%	+$54.7K	0.08%	266
2024 Q1	$1.03M	Sell	11,587 -2,593	-18%	-$215K	0.08%	290
2023 Q4	$1.3M	Buy	14,180 +1,584	+13%	+$127K	0.12%	195
2023 Q3	$986K	Sell	12,596 -281	-2%	-$24.1K	0.11%	204
2023 Q2	$1.08M	Sell	12,877 -61	-0.5%	-$5.18K	0.12%	196
2023 Q1	$1.14M	Sell	12,938 -135	-1%	-$12.7K	0.14%	179
2022 Q4	$1.31M	Sell	13,073 -1,250	-9%	-$127K	0.17%	141
2022 Q3	$1.32M	Sell	14,323 -2,378	-14%	-$261K	0.19%	128
2022 Q2	$1.81M	Buy	16,701 +1,249	+8%	+$151K	0.25%	84
2022 Q1	$1.92M	Buy	15,452 +232	+2%	+$30.8K	0.23%	85
2021 Q4	$2.26M	Sell	15,220 -159	-1%	-$23.7K	0.29%	64
2021 Q3	$2.26M	Buy	15,379 +1,636	+12%	+$265K	0.32%	56
2021 Q2	$2.28M	Buy	13,743 +5,479	+66%	+$914K	0.34%	55
2021 Q1	$1.33M	Buy	8,264 +608	+8%	+$91K	0.35%	59
2020 Q4	$1.12M	Buy	+7,656	New	+$1.09M	0.3%	61

Other funds holding MMM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

First Trust Direct Indexing sold out of 3M (MMM) in Q4 2024, closing a stake of 13,279 shares — an estimated $1.82M sold.

First Trust Direct Indexing first reported a position in MMM in Q4 2020 and held it in 16 quarters. The position peaked at $2.28M in Q2 2021. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

First Trust Direct Indexing reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 13,279 3M shares in Q4 2024, an estimated $1.82M.
First Trust Direct Indexing first reported a position in 3M in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's 3M position peaked at $2.28M in Q2 2021.
2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

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