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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

First Trust Direct Indexing sold out of NIO (NIO) in Q4 2024, closing a stake of 11,327 shares — an estimated $75.7K sold.

First Trust Direct Indexing first reported a position in NIO in Q4 2020 and held it in 11 quarters. The position peaked at $4.44M in Q3 2022. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

First Trust Direct Indexing reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 11,327 NIO shares in Q4 2024, an estimated $75.7K.
First Trust Direct Indexing first reported a position in NIO in Q4 2020 and held it in 11 quarters.
First Trust Direct Indexing's NIO position peaked at $4.44M in Q3 2022.
429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

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