FTDI
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First Trust Direct Indexing’s NatWest NWG Stock Holding History

First Trust Direct Indexing’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,064
Closed -$300K – 625
2024
Q3 		$300K Sell
32,064
-90
-0.3% -$801 0.02% 736
2024
Q2 		$258K Buy
32,154
+168
+0.5% +$1.3K 0.02% 722
2024
Q1 		$218K Buy
31,986
+1,501
+5% +$8.9K 0.02% 703
2023
Q4 		$172K Sell
30,485
-1,677
-5% -$8.9K 0.02% 715
2023
Q3 		$188K Sell
32,162
-13,161
-29% -$79.5K 0.02% 655
2023
Q2 		$277K Sell
45,323
-1,607
-3% -$10.6K 0.03% 565
2023
Q1 		$310K Buy
46,930
+8,050
+21% +$56.8K 0.04% 530
2022
Q4 		$251K Sell
38,880
-2,729
-7% -$16K 0.03% 563
2022
Q3 		$208K Sell
41,609
-3,393
-8% -$20.9K 0.03% 581
2022
Q2 		$264K Buy
45,002
+8,777
+24% +$52.6K 0.04% 510
2022
Q1 		$222K Buy
36,225
+11,391
+46% +$76.8K 0.03% 596
2021
Q4 		$163K Buy
24,834
+1,658
+7% +$10.8K 0.02% 623
2021
Q3 		$152K Buy
23,176
+6,484
+39% +$40.4K 0.02% 613
2021
Q2 		$101K Buy
+16,692
New +$101K 0.02% 575
2021
Q1 		– Sell
-596
Closed -$3K – 786
2020
Q4 		$3K Buy
+596
New +$2.38K ﹤0.01% 1075

Other funds holding NWG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of NatWest (NWG) in Q4 2024, closing a stake of 32,064 shares — an estimated $300K sold.

First Trust Direct Indexing first reported a position in NWG in Q4 2020 and held it in 15 quarters. The position peaked at $310K in Q1 2023. 293 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining NatWest position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 32,064 NatWest shares in Q4 2024, an estimated $300K.
  • First Trust Direct Indexing first reported a position in NatWest in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's NatWest position peaked at $310K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

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