First Trust Direct Indexing’s Medical Properties Trust MPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48,819	Closed	-$286K	–	573
2024 Q3	$286K	Sell	48,819 -25,383	-34%	-$125K	0.02%	764
2024 Q2	$320K	Buy	74,202 +16,626	+29%	+$79.7K	0.02%	645
2024 Q1	$271K	Buy	+57,576	New	+$220K	0.02%	639
2023 Q3	–	Sell	-17,989	Closed	-$167K	–	726
2023 Q2	$167K	Buy	+17,989	New	+$152K	0.02%	670
2022 Q2	–	Sell	-12,511	Closed	-$264K	–	676
2022 Q1	$264K	Hold	12,511	–	–	0.03%	541
2021 Q4	$296K	Sell	12,511 -99	-0.8%	-$2.12K	0.04%	496
2021 Q3	$253K	Buy	12,610 +512	+4%	+$10.5K	0.04%	529
2021 Q2	$243K	Buy	12,098 +973	+9%	+$20.8K	0.04%	515
2021 Q1	$237K	Buy	11,125 +1,821	+20%	+$39.2K	0.06%	348
2020 Q4	$203K	Buy	+9,304	New	+$181K	0.05%	349

Other funds holding MPT

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

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

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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 48,819 shares — an estimated $286K sold.

First Trust Direct Indexing first reported a position in MPT in Q4 2020 and held it in 10 quarters. The position peaked at $320K in Q2 2024. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

First Trust Direct Indexing reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 48,819 Medical Properties Trust shares in Q4 2024, an estimated $286K.
First Trust Direct Indexing first reported a position in Medical Properties Trust in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's Medical Properties Trust position peaked at $320K in Q2 2024.
468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

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