First Trust Direct Indexing’s Regal Rexnord RRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,640	Closed	-$272K	–	727
2024 Q3	$272K	Buy	+1,640	New	+$253K	0.01%	784

Other funds holding RRX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Regal Rexnord (RRX) in Q4 2024, closing a stake of 1,640 shares — an estimated $272K sold.

First Trust Direct Indexing first reported a position in RRX in Q3 2024 and held it in 1 quarter. The position peaked at $272K in Q3 2024. 439 funds tracked by Wall St. Rank hold RRX as of Q4 2024.

First Trust Direct Indexing reported no remaining Regal Rexnord position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 1,640 Regal Rexnord shares in Q4 2024, an estimated $272K.
First Trust Direct Indexing first reported a position in Regal Rexnord in Q3 2024 and held it in 1 quarter.
First Trust Direct Indexing's Regal Rexnord position peaked at $272K in Q3 2024.
439 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2024.

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