First Trust Direct Indexing’s OneMain Financial OMF Stock Holding History

First Trust Direct Indexing’s Portfolio OMF Stock Details OMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,314	Closed	-$216K	–	693
2021 Q4	$216K	Sell	4,314 -10	-0.2%	-$529	0.03%	591
2021 Q3	$239K	Buy	4,324 +35	+0.8%	+$2.04K	0.03%	543
2021 Q2	$257K	Buy	+4,289	New	+$243K	0.04%	500

Other funds holding OMF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

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

First Trust Direct Indexing's OMF Position: Q1 2022 in Review

First Trust Direct Indexing sold out of OneMain Financial (OMF) in Q1 2022, closing a stake of 4,314 shares — an estimated $216K sold.

First Trust Direct Indexing first reported a position in OMF in Q2 2021 and held it in 3 quarters. The position peaked at $257K in Q2 2021. 346 funds tracked by Wall St. Rank hold OMF as of Q1 2022.

First Trust Direct Indexing reported no remaining OneMain Financial position as of Q1 2022 after selling out during the quarter.
First Trust Direct Indexing sold 4,314 OneMain Financial shares in Q1 2022, an estimated $216K.
First Trust Direct Indexing first reported a position in OneMain Financial in Q2 2021 and held it in 3 quarters.
First Trust Direct Indexing's OneMain Financial position peaked at $257K in Q2 2021.
346 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.