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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return