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First Trust Direct Indexing’s Mitsubishi UFJ Financial MUFG Stock Holding History

First Trust Direct Indexing’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-410,916
Closed -$4.18M – 587
2024
Q3 		$4.18M Sell
410,916
-8,034
-2% -$84.8K 0.22% 82
2024
Q2 		$4.52M Buy
418,950
+5,178
+1% +$52.5K 0.28% 61
2024
Q1 		$4.23M Sell
413,772
-14,678
-3% -$142K 0.31% 56
2023
Q4 		$3.69M Buy
428,450
+63,394
+17% +$535K 0.33% 50
2023
Q3 		$3.1M Sell
365,056
-18,533
-5% -$148K 0.35% 45
2023
Q2 		$2.83M Buy
383,589
+7,691
+2% +$51.2K 0.31% 50
2023
Q1 		$2.4M Buy
375,898
+23,491
+7% +$164K 0.29% 66
2022
Q4 		$2.35M Buy
352,407
+87,265
+33% +$452K 0.31% 65
2022
Q3 		$1.19M Buy
265,142
+29,093
+12% +$151K 0.17% 140
2022
Q2 		$1.26M Sell
236,049
-1,997
-0.8% -$11.5K 0.18% 147
2022
Q1 		$1.47M Buy
238,046
+80,973
+52% +$503K 0.18% 129
2021
Q4 		$858K Buy
157,073
+2,128
+1% +$12K 0.11% 222
2021
Q3 		$919K Buy
154,945
+32,882
+27% +$183K 0.13% 194
2021
Q2 		$662K Buy
122,063
+56,965
+88% +$317K 0.1% 265
2021
Q1 		$350K Buy
65,098
+1,925
+3% +$9.93K 0.09% 280
2020
Q4 		$280K Buy
+63,173
New +$268K 0.08% 297

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2024, closing a stake of 410,916 shares — an estimated $4.18M sold.

First Trust Direct Indexing first reported a position in MUFG in Q4 2020 and held it in 16 quarters. The position peaked at $4.52M in Q2 2024. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Mitsubishi UFJ Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 410,916 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $4.18M.
  • First Trust Direct Indexing first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Mitsubishi UFJ Financial position peaked at $4.52M in Q2 2024.
  • 437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

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