FTDI
NEO icon

First Trust Direct Indexing’s NeoGenomics NEO Stock Holding History

First Trust Direct Indexing’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,174
Closed -$136K – 678
2022
Q1 		$136K Buy
11,174
+3,881
+53% +$81.7K 0.02% 644
2021
Q4 		$249K Buy
7,293
+52
+0.7% +$2.04K 0.03% 542
2021
Q3 		$349K Buy
7,241
+90
+1% +$4.17K 0.05% 437
2021
Q2 		$323K Buy
7,151
+477
+7% +$21.1K 0.05% 443
2021
Q1 		$322K Buy
6,674
+141
+2% +$7.34K 0.09% 297
2020
Q4 		$352K Buy
+6,533
New +$295K 0.09% 262

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Wellington Management Group
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Brown Advisory
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State Street
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return