FTDI
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First Trust Direct Indexing’s Principal Financial Group PFG Stock Holding History

First Trust Direct Indexing’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,479
Closed -$557K – 659
2024
Q3 		$557K Buy
6,479
+159
+3% +$12.8K 0.03% 512
2024
Q2 		$496K Buy
6,320
+1,194
+23% +$97K 0.03% 508
2024
Q1 		$442K Buy
5,126
+236
+5% +$18.9K 0.03% 501
2023
Q4 		$385K Buy
4,890
+1,873
+62% +$136K 0.03% 514
2023
Q3 		$217K Sell
3,017
-18
-0.6% -$1.4K 0.02% 619
2023
Q2 		$230K Buy
+3,035
New +$219K 0.03% 622
2021
Q2 		– Sell
-3,963
Closed -$238K – 600
2021
Q1 		$238K Buy
3,963
+538
+16% +$30K 0.06% 347
2020
Q4 		$170K Buy
+3,425
New +$157K 0.05% 378

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 6,479 shares — an estimated $557K sold.

First Trust Direct Indexing first reported a position in PFG in Q4 2020 and held it in 8 quarters. The position peaked at $557K in Q3 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,479 Principal Financial Group shares in Q4 2024, an estimated $557K.
  • First Trust Direct Indexing first reported a position in Principal Financial Group in Q4 2020 and held it in 8 quarters.
  • First Trust Direct Indexing's Principal Financial Group position peaked at $557K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

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