First Trust Direct Indexing’s Nice NICE Stock Holding History

First Trust Direct Indexing’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,917	Closed	-$680K	–	598
2024 Q3	$680K	Buy	3,917 +320	+9%	+$54.9K	0.04%	456
2024 Q2	$619K	Sell	3,597 -396	-10%	-$81.5K	0.04%	444
2024 Q1	$1.04M	Buy	3,993 +2	+0.1%	+$454	0.08%	286
2023 Q4	$796K	Buy	3,991 +607	+18%	+$109K	0.07%	322
2023 Q3	$575K	Sell	3,384 -222	-6%	-$44.2K	0.07%	350
2023 Q2	$745K	Sell	3,606 -563	-14%	-$116K	0.08%	289
2023 Q1	$954K	Buy	4,169 +553	+15%	+$116K	0.11%	223
2022 Q4	$695K	Sell	3,616 -309	-8%	-$59.5K	0.09%	288
2022 Q3	$739K	Buy	3,925 +447	+13%	+$93.4K	0.11%	245
2022 Q2	$669K	Buy	3,478 +8	+0.2%	+$1.62K	0.09%	279
2022 Q1	$760K	Buy	3,470 +230	+7%	+$55.7K	0.09%	278
2021 Q4	$984K	Buy	3,240 +49	+2%	+$14.1K	0.13%	192
2021 Q3	$906K	Buy	3,191 +131	+4%	+$36.3K	0.13%	198
2021 Q2	$757K	Buy	+3,060	New	+$705K	0.11%	235
2021 Q1	–	Sell	-266	Closed	-$75K	–	770
2020 Q4	$75K	Buy	+266	New	+$64.7K	0.02%	615

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return