FTDI
NVMI

First Trust Direct Indexing’s Nova NVMI Stock Holding History

First Trust Direct Indexing’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,489
Closed -$310K – 619
2024
Q3 		$310K Buy
1,489
+54
+4% +$11.5K 0.02% 717
2024
Q2 		$337K Buy
1,435
+16
+1% +$3.17K 0.02% 619
2024
Q1 		$252K Buy
+1,419
New +$224K 0.02% 656
2022
Q1 		– Sell
-1,521
Closed -$223K – 691
2021
Q4 		$223K Buy
+1,521
New +$184K 0.03% 579

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Nova (NVMI) in Q4 2024, closing a stake of 1,489 shares — an estimated $310K sold.

First Trust Direct Indexing first reported a position in NVMI in Q4 2021 and held it in 4 quarters. The position peaked at $337K in Q2 2024. 226 funds tracked by Wall St. Rank hold NVMI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Nova position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,489 Nova shares in Q4 2024, an estimated $310K.
  • First Trust Direct Indexing first reported a position in Nova in Q4 2021 and held it in 4 quarters.
  • First Trust Direct Indexing's Nova position peaked at $337K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Nova as of Q4 2024.

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