First Trust Direct Indexing’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,327	Closed	-$75.7K	–	599
2024 Q3	$75.7K	Buy	+11,327	New	+$52.1K	﹤0.01%	969
2024 Q2	–	Sell	-12,075	Closed	-$54.3K	–	928
2024 Q1	$54.3K	Sell	12,075 -2,396	-17%	-$14.4K	﹤0.01%	798
2023 Q4	$131K	Buy	14,471 +1,710	+13%	+$13.6K	0.01%	735
2023 Q3	$115K	Buy	+12,761	New	+$142K	0.01%	671
2023 Q1	–	Sell	-15,795	Closed	-$154K	–	714
2022 Q4	$154K	Sell	15,795 -265,862	-94%	-$3.06M	0.02%	644
2022 Q3	$4.44M	Buy	281,657 +269,857	+2,287%	+$5.34M	0.65%	20
2022 Q2	$256K	Buy	+11,800	New	+$217K	0.04%	520
2022 Q1	–	Sell	-6,689	Closed	-$212K	–	690
2021 Q4	$212K	Sell	6,689 -310	-4%	-$11.4K	0.03%	601
2021 Q3	$249K	Buy	6,999 +407	+6%	+$16.7K	0.04%	534
2021 Q2	$351K	Buy	+6,592	New	+$264K	0.05%	424
2021 Q1	–	Sell	-78	Closed	-$4K	–	771
2020 Q4	$4K	Buy	+78	New	+$3.02K	﹤0.01%	1048

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return