FTDI
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First Trust Direct Indexing’s Primerica PRI Stock Holding History

First Trust Direct Indexing’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,043
Closed -$277K – 684
2024
Q3 		$277K Buy
1,043
+32
+3% +$8.08K 0.01% 775
2024
Q2 		$239K Buy
+1,011
New +$229K 0.01% 750

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Primerica (PRI) in Q4 2024, closing a stake of 1,043 shares — an estimated $277K sold.

First Trust Direct Indexing first reported a position in PRI in Q2 2024 and held it in 2 quarters. The position peaked at $277K in Q3 2024. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Primerica position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,043 Primerica shares in Q4 2024, an estimated $277K.
  • First Trust Direct Indexing first reported a position in Primerica in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Primerica position peaked at $277K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

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