First Trust Direct Indexing’s Nucor NUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,467	Closed	-$822K	–	616
2024 Q3	$822K	Buy	5,467 +74	+1%	+$11.1K	0.04%	415
2024 Q2	$853K	Buy	5,393 +85	+2%	+$14.8K	0.05%	351
2024 Q1	$1.05M	Buy	5,308 +558	+12%	+$102K	0.08%	284
2023 Q4	$827K	Buy	4,750 +1,020	+27%	+$162K	0.07%	312
2023 Q3	$583K	Buy	3,730 +56	+2%	+$9.27K	0.07%	347
2023 Q2	$602K	Sell	3,674 -1,625	-31%	-$237K	0.07%	347
2023 Q1	$819K	Buy	5,299 +700	+15%	+$111K	0.1%	263
2022 Q4	$606K	Buy	4,599 +166	+4%	+$22.6K	0.08%	320
2022 Q3	$474K	Sell	4,433 -955	-18%	-$120K	0.07%	354
2022 Q2	$563K	Buy	5,388 +41	+0.8%	+$5.55K	0.08%	321
2022 Q1	$795K	Sell	5,347 -305	-5%	-$37.4K	0.1%	265
2021 Q4	$645K	Sell	5,652 -576	-9%	-$63K	0.08%	296
2021 Q3	$613K	Buy	6,228 +2,060	+49%	+$219K	0.09%	291
2021 Q2	$400K	Buy	+4,168	New	+$390K	0.06%	382

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Nucor (NUE) in Q4 2024, closing a stake of 5,467 shares — an estimated $822K sold.

First Trust Direct Indexing first reported a position in NUE in Q2 2021 and held it in 14 quarters. The position peaked at $1.05M in Q1 2024. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

First Trust Direct Indexing reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,467 Nucor shares in Q4 2024, an estimated $822K.
First Trust Direct Indexing first reported a position in Nucor in Q2 2021 and held it in 14 quarters.
First Trust Direct Indexing's Nucor position peaked at $1.05M in Q1 2024.
1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

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