First Trust Direct Indexing’s Reliance Steel & Aluminium RS Stock Holding History

First Trust Direct Indexing’s Portfolio RS Stock Details RS 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	-$474K	–	728
2024 Q3	$474K	Buy	1,640 +228	+16%	+$65.3K	0.03%	563
2024 Q2	$403K	Buy	1,412 +130	+10%	+$39.2K	0.02%	562
2024 Q1	$429K	Buy	1,282 +121	+10%	+$36.8K	0.03%	512
2023 Q4	$325K	Buy	1,161 +230	+25%	+$61.1K	0.03%	563
2023 Q3	$244K	Buy	931 +93	+11%	+$25.8K	0.03%	582
2023 Q2	$228K	Sell	838 -107	-11%	-$26.5K	0.03%	626
2023 Q1	$243K	Buy	+945	New	+$223K	0.03%	603

Other funds holding RS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Reliance Steel & Aluminium (RS) in Q4 2024, closing a stake of 1,640 shares — an estimated $474K sold.

First Trust Direct Indexing first reported a position in RS in Q1 2023 and held it in 7 quarters. The position peaked at $474K in Q3 2024. 587 funds tracked by Wall St. Rank hold RS as of Q4 2024.

First Trust Direct Indexing reported no remaining Reliance Steel & Aluminium position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 1,640 Reliance Steel & Aluminium shares in Q4 2024, an estimated $474K.
First Trust Direct Indexing first reported a position in Reliance Steel & Aluminium in Q1 2023 and held it in 7 quarters.
First Trust Direct Indexing's Reliance Steel & Aluminium position peaked at $474K in Q3 2024.
587 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2024.

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