First Trust Direct Indexing’s The Mosaic Company MOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,308	Closed	-$381K	–	733
2023 Q1	$381K	Buy	8,308 +3,503	+73%	+$170K	0.05%	478
2022 Q4	$211K	Sell	4,805 -2,143	-31%	-$106K	0.03%	616
2022 Q3	$336K	Buy	6,948 +193	+3%	+$9.97K	0.05%	431
2022 Q2	$319K	Buy	6,755 +1,352	+25%	+$82.8K	0.04%	455
2022 Q1	$359K	Buy	+5,403	New	+$270K	0.04%	451

Other funds holding MOS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Direct Indexing's MOS Position: Q2 2023 in Review

First Trust Direct Indexing sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 8,308 shares — an estimated $381K sold.

First Trust Direct Indexing first reported a position in MOS in Q1 2022 and held it in 5 quarters. The position peaked at $381K in Q1 2023. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

First Trust Direct Indexing reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 8,308 The Mosaic Company shares in Q2 2023, an estimated $381K.
First Trust Direct Indexing first reported a position in The Mosaic Company in Q1 2022 and held it in 5 quarters.
First Trust Direct Indexing's The Mosaic Company position peaked at $381K in Q1 2023.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.