FTDI
MRO

First Trust Direct Indexing’s Marathon Oil Corporation MRO Stock Holding History

First Trust Direct Indexing’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,005
Closed -$479K – 977
2024
Q3 		$479K Sell
18,005
-277
-2% -$7.67K 0.03% 561
2024
Q2 		$524K Buy
18,282
+2,255
+14% +$62.5K 0.03% 489
2024
Q1 		$454K Sell
16,027
-1,950
-11% -$47K 0.03% 491
2023
Q4 		$434K Buy
17,977
+2,861
+19% +$73.7K 0.04% 476
2023
Q3 		$404K Buy
15,116
+1,326
+10% +$34.3K 0.05% 448
2023
Q2 		$317K Sell
13,790
-12,189
-47% -$287K 0.04% 532
2023
Q1 		$622K Buy
25,979
+9,460
+57% +$242K 0.07% 333
2022
Q4 		$447K Buy
16,519
+1,062
+7% +$30.8K 0.06% 410
2022
Q3 		$349K Buy
15,457
+546
+4% +$12.9K 0.05% 426
2022
Q2 		$335K Buy
14,911
+630
+4% +$16.8K 0.05% 442
2022
Q1 		$359K Buy
14,281
+1,213
+9% +$26K 0.04% 452
2021
Q4 		$215K Buy
+13,068
New +$210K 0.03% 596

Other funds holding MRO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Marathon Oil Corporation (MRO) in Q4 2024, closing a stake of 18,005 shares — an estimated $479K sold.

First Trust Direct Indexing first reported a position in MRO in Q4 2021 and held it in 12 quarters. The position peaked at $622K in Q1 2023. 6 funds tracked by Wall St. Rank hold MRO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Marathon Oil Corporation position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 18,005 Marathon Oil Corporation shares in Q4 2024, an estimated $479K.
  • First Trust Direct Indexing first reported a position in Marathon Oil Corporation in Q4 2021 and held it in 12 quarters.
  • First Trust Direct Indexing's Marathon Oil Corporation position peaked at $622K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2024.

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