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First Trust Direct Indexing’s Pultegroup PHM Stock Holding History

First Trust Direct Indexing’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,340
Closed -$1.2M – 666
2024
Q3 		$1.2M Sell
8,340
-244
-3% -$31K 0.06% 307
2024
Q2 		$945K Buy
8,584
+1,082
+14% +$123K 0.06% 320
2024
Q1 		$905K Buy
7,502
+152
+2% +$16.3K 0.07% 316
2023
Q4 		$759K Sell
7,350
-181
-2% -$15.4K 0.07% 332
2023
Q3 		$558K Sell
7,531
-1
-0% -$80 0.06% 360
2023
Q2 		$585K Buy
7,532
+710
+10% +$48.1K 0.07% 360
2023
Q1 		$398K Buy
6,822
+403
+6% +$21.8K 0.05% 464
2022
Q4 		$292K Buy
6,419
+249
+4% +$10.5K 0.04% 519
2022
Q3 		$231K Buy
6,170
+283
+5% +$11.9K 0.03% 538
2022
Q2 		$233K Buy
5,887
+735
+14% +$31K 0.03% 544
2022
Q1 		$216K Buy
+5,152
New +$256K 0.03% 608
2021
Q1 		– Sell
-176
Closed -$8K – 828
2020
Q4 		$8K Buy
+176
New +$7.8K ﹤0.01% 958

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 8,340 shares — an estimated $1.2M sold.

First Trust Direct Indexing first reported a position in PHM in Q4 2020 and held it in 12 quarters. The position peaked at $1.2M in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,340 Pultegroup shares in Q4 2024, an estimated $1.2M.
  • First Trust Direct Indexing first reported a position in Pultegroup in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Pultegroup position peaked at $1.2M in Q3 2024.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

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