FTDI
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First Trust Direct Indexing’s Merck MRK Stock Holding History

First Trust Direct Indexing’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-58,781
Closed -$6.68M – 574
2024
Q3 		$6.68M Sell
58,781
-298
-0.5% -$35.4K 0.36% 43
2024
Q2 		$7.31M Buy
59,079
+10,680
+22% +$1.38M 0.45% 31
2024
Q1 		$6.39M Buy
48,399
+7,445
+18% +$918K 0.47% 29
2023
Q4 		$4.46M Buy
40,954
+6,423
+19% +$667K 0.4% 38
2023
Q3 		$3.55M Buy
34,531
+61
+0.2% +$6.58K 0.41% 38
2023
Q2 		$3.98M Buy
34,470
+2,419
+8% +$275K 0.44% 33
2023
Q1 		$3.41M Buy
32,051
+3,204
+11% +$346K 0.4% 37
2022
Q4 		$3.2M Buy
28,847
+918
+3% +$93.8K 0.42% 36
2022
Q3 		$2.4M Buy
27,929
+1,145
+4% +$102K 0.35% 46
2022
Q2 		$2.44M Buy
26,784
+1,474
+6% +$131K 0.34% 54
2022
Q1 		$2.08M Buy
25,310
+5,099
+25% +$402K 0.25% 76
2021
Q4 		$1.55M Sell
20,211
-376
-2% -$29.9K 0.2% 108
2021
Q3 		$1.55M Buy
20,587
+850
+4% +$64.6K 0.22% 101
2021
Q2 		$1.53M Sell
19,737
-873
-4% -$64.9K 0.23% 101
2021
Q1 		$1.52M Buy
20,610
+983
+5% +$72.5K 0.4% 47
2020
Q4 		$1.53M Buy
+19,627
New +$1.5M 0.41% 39

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Merck (MRK) in Q4 2024, closing a stake of 58,781 shares — an estimated $6.68M sold.

First Trust Direct Indexing first reported a position in MRK in Q4 2020 and held it in 16 quarters. The position peaked at $7.31M in Q2 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 58,781 Merck shares in Q4 2024, an estimated $6.68M.
  • First Trust Direct Indexing first reported a position in Merck in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Merck position peaked at $7.31M in Q2 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

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