First Trust Direct Indexing’s Pfizer PFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-82,585	Closed	-$2.39M	–	658
2024 Q3	$2.39M	Buy	82,585 +11,026	+15%	+$322K	0.13%	158
2024 Q2	$2M	Buy	71,559 +19,824	+38%	+$546K	0.12%	163
2024 Q1	$1.44M	Buy	51,735 +16,060	+45%	+$446K	0.11%	203
2023 Q4	$1.03M	Buy	35,675 +5,269	+17%	+$159K	0.09%	252
2023 Q3	$1.01M	Sell	30,406 -5,873	-16%	-$208K	0.12%	195
2023 Q2	$1.33M	Sell	36,279 -4,370	-11%	-$170K	0.15%	155
2023 Q1	$1.66M	Sell	40,649 -7,434	-15%	-$321K	0.2%	115
2022 Q4	$2.46M	Buy	48,083 +7,577	+19%	+$363K	0.33%	56
2022 Q3	$1.77M	Sell	40,506 -473	-1%	-$23K	0.26%	83
2022 Q2	$2.15M	Buy	40,979 +3,033	+8%	+$155K	0.3%	70
2022 Q1	$1.96M	Buy	37,946 +8,607	+29%	+$447K	0.24%	83
2021 Q4	$1.73M	Buy	29,339 +1,015	+4%	+$50.3K	0.22%	88
2021 Q3	$1.22M	Buy	28,324 +2,002	+8%	+$88.7K	0.17%	137
2021 Q2	$1.03M	Buy	+26,322	New	+$1.02M	0.15%	168
2021 Q1	–	Sell	-1,646	Closed	-$61K	–	825
2020 Q4	$61K	Buy	+1,646	New	+$60.4K	0.02%	695

Other funds holding PFE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Pfizer (PFE) in Q4 2024, closing a stake of 82,585 shares — an estimated $2.39M sold.

First Trust Direct Indexing first reported a position in PFE in Q4 2020 and held it in 15 quarters. The position peaked at $2.46M in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

First Trust Direct Indexing reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 82,585 Pfizer shares in Q4 2024, an estimated $2.39M.
First Trust Direct Indexing first reported a position in Pfizer in Q4 2020 and held it in 15 quarters.
First Trust Direct Indexing's Pfizer position peaked at $2.46M in Q4 2022.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

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