First Trust Direct Indexing’s Premier PINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,331	Closed	-$287K	–	667
2024 Q3	$287K	Buy	+14,331	New	+$285K	0.02%	761

Other funds holding PINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Premier (PINC) in Q4 2024, closing a stake of 14,331 shares — an estimated $287K sold.

First Trust Direct Indexing first reported a position in PINC in Q3 2024 and held it in 1 quarter. The position peaked at $287K in Q3 2024. 258 funds tracked by Wall St. Rank hold PINC as of Q4 2024.

First Trust Direct Indexing reported no remaining Premier position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 14,331 Premier shares in Q4 2024, an estimated $287K.
First Trust Direct Indexing first reported a position in Premier in Q3 2024 and held it in 1 quarter.
First Trust Direct Indexing's Premier position peaked at $287K in Q3 2024.
258 funds tracked by Wall St. Rank held Premier as of Q4 2024.

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