FTDI
NULG icon

First Trust Direct Indexing’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

First Trust Direct Indexing’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,171
Closed -$345K – 617
2024
Q3 		$345K Buy
+4,171
New +$334K 0.02% 676

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 4,171 shares — an estimated $345K sold.

First Trust Direct Indexing first reported a position in NULG in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,171 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $345K.
  • First Trust Direct Indexing first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Nuveen ESG Large-Cap Growth ETF position peaked at $345K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

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