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First Trust Direct Indexing’s Annaly Capital Management NLY Stock Holding History

First Trust Direct Indexing’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,390
Closed -$590K – 601
2024
Q3 		$590K Sell
29,390
-4,520
-13% -$90.5K 0.03% 494
2024
Q2 		$646K Buy
33,910
+10,898
+47% +$212K 0.04% 429
2024
Q1 		$453K Buy
23,012
+4,959
+27% +$95.6K 0.03% 493
2023
Q4 		$350K Buy
18,053
+953
+6% +$17K 0.03% 540
2023
Q3 		$322K Sell
17,100
-1,392
-8% -$27.7K 0.04% 497
2023
Q2 		$370K Buy
18,492
+1,587
+9% +$30.8K 0.04% 483
2023
Q1 		$323K Buy
16,905
+2,782
+20% +$58.7K 0.04% 522
2022
Q4 		$298K Buy
+14,123
New +$278K 0.04% 511
2022
Q3 		– Sell
-2,902
Closed -$69K – 665
2022
Q2 		$69K Sell
2,902
-671
-19% -$17.4K 0.01% 632
2022
Q1 		$101K Buy
3,573
+557
+18% +$16.6K 0.01% 656
2021
Q4 		$94K Buy
3,016
+91
+3% +$3.06K 0.01% 648
2021
Q3 		$99K Buy
+2,925
New +$101K 0.01% 630

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 29,390 shares — an estimated $590K sold.

First Trust Direct Indexing first reported a position in NLY in Q3 2021 and held it in 12 quarters. The position peaked at $646K in Q2 2024. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 29,390 Annaly Capital Management shares in Q4 2024, an estimated $590K.
  • First Trust Direct Indexing first reported a position in Annaly Capital Management in Q3 2021 and held it in 12 quarters.
  • First Trust Direct Indexing's Annaly Capital Management position peaked at $646K in Q2 2024.
  • 630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

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