First Trust Direct Indexing’s Pool Corp POOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,116	Closed	-$420K	–	679
2024 Q3	$420K	Buy	1,116 +162	+17%	+$56K	0.02%	602
2024 Q2	$293K	Buy	954 +275	+41%	+$99.6K	0.02%	675
2024 Q1	$274K	Buy	679 +71	+12%	+$27.8K	0.02%	635
2023 Q4	$242K	Buy	608 +8	+1%	+$2.81K	0.02%	646
2023 Q3	$214K	Buy	600 +28	+5%	+$10.2K	0.02%	627
2023 Q2	$214K	Sell	572 -91	-14%	-$31.1K	0.02%	639
2023 Q1	$227K	Buy	+663	New	+$235K	0.03%	624
2022 Q3	–	Sell	-672	Closed	-$236K	–	667
2022 Q2	$236K	Sell	672 -137	-17%	-$54.3K	0.03%	540
2022 Q1	$342K	Buy	809 +214	+36%	+$99.9K	0.04%	465
2021 Q4	$337K	Buy	+595	New	+$312K	0.04%	469
2021 Q1	–	Sell	-7	Closed	-$3K	–	841
2020 Q4	$3K	Buy	+7	New	+$2.44K	﹤0.01%	1077

Other funds holding POOL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

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

Geode Capital Management

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return