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First Trust Direct Indexing’s Phillips Edison & Co PECO Stock Holding History

First Trust Direct Indexing’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,471
Closed -$206K – 655
2024
Q3 		$206K Buy
+5,471
New +$195K 0.01% 909

Other funds holding PECO

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 5,471 shares — an estimated $206K sold.

First Trust Direct Indexing first reported a position in PECO in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,471 Phillips Edison & Co shares in Q4 2024, an estimated $206K.
  • First Trust Direct Indexing first reported a position in Phillips Edison & Co in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Phillips Edison & Co position peaked at $206K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

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