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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return