First Trust Direct Indexing’s Rio Tinto RIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,307	Closed	-$1.45M	–	716
2024 Q3	$1.45M	Buy	20,307 +127	+0.6%	+$8.16K	0.08%	259
2024 Q2	$1.33M	Buy	20,180 +2,039	+11%	+$139K	0.08%	248
2024 Q1	$1.16M	Sell	18,141 -4,159	-19%	-$278K	0.09%	263
2023 Q4	$1.66M	Buy	22,300 +9,044	+68%	+$607K	0.15%	154
2023 Q3	$844K	Buy	13,256 +528	+4%	+$33.7K	0.1%	246
2023 Q2	$813K	Sell	12,728 -2,270	-15%	-$146K	0.09%	269
2023 Q1	$1.03M	Buy	14,998 +875	+6%	+$63.5K	0.12%	199
2022 Q4	$1.01M	Sell	14,123 -1,011	-7%	-$63.5K	0.13%	198
2022 Q3	$833K	Sell	15,134 -4,559	-23%	-$263K	0.12%	223
2022 Q2	$1.2M	Sell	19,693 -785	-4%	-$56.3K	0.17%	158
2022 Q1	$1.65M	Buy	20,478 +3,678	+22%	+$279K	0.2%	110
2021 Q4	$1.13M	Buy	16,800 +1,986	+13%	+$129K	0.15%	165
2021 Q3	$990K	Buy	14,814 +1,789	+14%	+$140K	0.14%	175
2021 Q2	$1.09M	Buy	13,025 +3,649	+39%	+$314K	0.16%	154
2021 Q1	$728K	Buy	9,376 +210	+2%	+$17.2K	0.19%	147
2020 Q4	$689K	Buy	+9,166	New	+$602K	0.19%	140

Other funds holding RIO

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

First Trust Direct Indexing sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 20,307 shares — an estimated $1.45M sold.

First Trust Direct Indexing first reported a position in RIO in Q4 2020 and held it in 16 quarters. The position peaked at $1.66M in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

First Trust Direct Indexing reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 20,307 Rio Tinto shares in Q4 2024, an estimated $1.45M.
First Trust Direct Indexing first reported a position in Rio Tinto in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Rio Tinto position peaked at $1.66M in Q4 2023.
753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

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