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First Trust Direct Indexing’s Blue Owl Capital OWL Stock Holding History

First Trust Direct Indexing’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,545
Closed -$224K – 641
2024
Q3 		$224K Buy
+11,545
New +$206K 0.01% 873

Other funds holding OWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Blue Owl Capital (OWL) in Q4 2024, closing a stake of 11,545 shares — an estimated $224K sold.

First Trust Direct Indexing first reported a position in OWL in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 450 funds tracked by Wall St. Rank hold OWL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Blue Owl Capital position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,545 Blue Owl Capital shares in Q4 2024, an estimated $224K.
  • First Trust Direct Indexing first reported a position in Blue Owl Capital in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Blue Owl Capital position peaked at $224K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

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