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First Trust Direct Indexing’s Omnicom Group OMC Stock Holding History

First Trust Direct Indexing’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,755
Closed -$698K – 634
2024
Q3 		$698K Sell
6,755
-95
-1% -$9.13K 0.04% 449
2024
Q2 		$614K Buy
6,850
+1,261
+23% +$117K 0.04% 447
2024
Q1 		$541K Buy
5,589
+490
+10% +$44K 0.04% 457
2023
Q4 		$441K Buy
5,099
+1,815
+55% +$143K 0.04% 470
2023
Q3 		$245K Sell
3,284
-200
-6% -$16.5K 0.03% 581
2023
Q2 		$332K Sell
3,484
-137
-4% -$12.7K 0.04% 517
2023
Q1 		$342K Buy
3,621
+450
+14% +$39.9K 0.04% 504
2022
Q4 		$259K Sell
3,171
-164
-5% -$12.2K 0.03% 552
2022
Q3 		$210K Buy
+3,335
New +$226K 0.03% 571
2022
Q2 		– Sell
-4,266
Closed -$362K – 679
2022
Q1 		$362K Buy
4,266
+38
+0.9% +$3.05K 0.04% 449
2021
Q4 		$310K Buy
4,228
+641
+18% +$45.6K 0.04% 485
2021
Q3 		$260K Sell
3,587
-1,128
-24% -$83.8K 0.04% 517
2021
Q2 		$377K Sell
4,715
-1,755
-27% -$143K 0.06% 404
2021
Q1 		$480K Sell
6,470
-714
-10% -$49.3K 0.13% 220
2020
Q4 		$448K Buy
+7,184
New +$411K 0.12% 209

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 6,755 shares — an estimated $698K sold.

First Trust Direct Indexing first reported a position in OMC in Q4 2020 and held it in 15 quarters. The position peaked at $698K in Q3 2024. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,755 Omnicom Group shares in Q4 2024, an estimated $698K.
  • First Trust Direct Indexing first reported a position in Omnicom Group in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Omnicom Group position peaked at $698K in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

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