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First Trust Direct Indexing’s MSC Industrial Direct MSM Stock Holding History

First Trust Direct Indexing’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,387
Closed -$205K – 580
2024
Q3 		$205K Buy
+2,387
New +$195K 0.01% 911

Other funds holding MSM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Direct Indexing sold out of MSC Industrial Direct (MSM) in Q4 2024, closing a stake of 2,387 shares — an estimated $205K sold.

First Trust Direct Indexing first reported a position in MSM in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining MSC Industrial Direct position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,387 MSC Industrial Direct shares in Q4 2024, an estimated $205K.
  • First Trust Direct Indexing first reported a position in MSC Industrial Direct in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's MSC Industrial Direct position peaked at $205K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

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