FTDI
PKG icon

First Trust Direct Indexing’s Packaging Corp of America PKG Stock Holding History

First Trust Direct Indexing’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,943
Closed -$634K – 670
2024
Q3 		$634K Buy
2,943
+264
+10% +$52.5K 0.03% 475
2024
Q2 		$489K Buy
2,679
+103
+4% +$18.7K 0.03% 512
2024
Q1 		$489K Buy
2,576
+323
+14% +$56K 0.04% 473
2023
Q4 		$367K Buy
2,253
+561
+33% +$88.3K 0.03% 525
2023
Q3 		$260K Buy
+1,692
New +$247K 0.03% 563
2023
Q2 		– Sell
-1,611
Closed -$224K – 739
2023
Q1 		$224K Sell
1,611
-66
-4% -$8.97K 0.03% 627
2022
Q4 		$215K Buy
+1,677
New +$210K 0.03% 609
2021
Q1 		– Sell
-112
Closed -$15K – 830
2020
Q4 		$15K Buy
+112
New +$14.1K ﹤0.01% 887

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return