FTDI
PPL

First Trust Direct Indexing’s PPL Corp PPL Stock Holding History

First Trust Direct Indexing’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,184
Closed -$403K – 682
2024
Q3 		$403K Sell
12,184
-2,254
-16% -$69K 0.02% 617
2024
Q2 		$399K Buy
14,438
+890
+7% +$25K 0.02% 566
2024
Q1 		$373K Buy
13,548
+2,156
+19% +$57.4K 0.03% 555
2023
Q4 		$309K Buy
11,392
+1,078
+10% +$27.3K 0.03% 575
2023
Q3 		$243K Buy
10,314
+282
+3% +$7.29K 0.03% 584
2023
Q2 		$265K Buy
10,032
+628
+7% +$17.3K 0.03% 575
2023
Q1 		$261K Buy
9,404
+1,084
+13% +$30.7K 0.03% 580
2022
Q4 		$243K Sell
8,320
-90
-1% -$2.47K 0.03% 573
2022
Q3 		$213K Sell
8,410
-67
-0.8% -$1.92K 0.03% 566
2022
Q2 		$230K Buy
8,477
+677
+9% +$19.4K 0.03% 547
2022
Q1 		$223K Sell
7,800
-1,382
-15% -$39K 0.03% 593
2021
Q4 		$276K Buy
9,182
+495
+6% +$14.3K 0.04% 514
2021
Q3 		$242K Buy
+8,687
New +$251K 0.03% 538
2021
Q1 		– Sell
-2,209
Closed -$62K – 845
2020
Q4 		$62K Buy
+2,209
New +$62.7K 0.02% 687

Other funds holding PPL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

First Trust Direct Indexing sold out of PPL Corp (PPL) in Q4 2024, closing a stake of 12,184 shares — an estimated $403K sold.

First Trust Direct Indexing first reported a position in PPL in Q4 2020 and held it in 14 quarters. The position peaked at $403K in Q3 2024. 865 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining PPL Corp position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 12,184 PPL Corp shares in Q4 2024, an estimated $403K.
  • First Trust Direct Indexing first reported a position in PPL Corp in Q4 2020 and held it in 14 quarters.
  • First Trust Direct Indexing's PPL Corp position peaked at $403K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

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