First Trust Direct Indexing’s Regions Financial RF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,172	Closed	-$494K	–	711
2024 Q3	$494K	Buy	21,172 +4,360	+26%	+$95.3K	0.03%	554
2024 Q2	$337K	Buy	16,812 +7,095	+73%	+$138K	0.02%	618
2024 Q1	$204K	Buy	+9,717	New	+$184K	0.02%	731
2023 Q3	–	Sell	-11,563	Closed	-$206K	–	735
2023 Q2	$206K	Sell	11,563 -3,645	-24%	-$64.3K	0.02%	656
2023 Q1	$282K	Buy	15,208 +4,812	+46%	+$105K	0.03%	556
2022 Q4	$224K	Sell	10,396 -121	-1%	-$2.62K	0.03%	590
2022 Q3	$211K	Buy	+10,517	New	+$222K	0.03%	569

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

First Trust Direct Indexing sold out of Regions Financial (RF) in Q4 2024, closing a stake of 21,172 shares — an estimated $494K sold.

First Trust Direct Indexing first reported a position in RF in Q3 2022 and held it in 7 quarters. The position peaked at $494K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

First Trust Direct Indexing reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 21,172 Regions Financial shares in Q4 2024, an estimated $494K.
First Trust Direct Indexing first reported a position in Regions Financial in Q3 2022 and held it in 7 quarters.
First Trust Direct Indexing's Regions Financial position peaked at $494K in Q3 2024.
953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

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