First Trust Direct Indexing’s Southern Copper SCCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,554	Closed	-$598K	–	744
2024 Q3	$598K	Buy	5,554 +1,282	+30%	+$125K	0.03%	492
2024 Q2	$426K	Buy	4,272 +249	+6%	+$26.2K	0.03%	539
2024 Q1	$393K	Buy	4,023 +488	+14%	+$38.5K	0.03%	542
2023 Q4	$279K	Buy	+3,535	New	+$243K	0.02%	600
2022 Q2	–	Sell	-8,529	Closed	-$593K	–	687
2022 Q1	$593K	Buy	8,529 +18	+0.2%	+$1.14K	0.07%	335
2021 Q4	$481K	Sell	8,511 -1,050	-11%	-$57.9K	0.06%	364
2021 Q3	$492K	Sell	9,561 -2,666	-22%	-$153K	0.07%	350
2021 Q2	$720K	Buy	+12,227	New	+$785K	0.11%	246
2021 Q1	–	Sell	-1,366	Closed	-$81K	–	881
2020 Q4	$81K	Buy	+1,366	New	+$69.5K	0.02%	590

Other funds holding SCCO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Southern Copper (SCCO) in Q4 2024, closing a stake of 5,554 shares — an estimated $598K sold.

First Trust Direct Indexing first reported a position in SCCO in Q4 2020 and held it in 9 quarters. The position peaked at $720K in Q2 2021. 631 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

First Trust Direct Indexing reported no remaining Southern Copper position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,554 Southern Copper shares in Q4 2024, an estimated $598K.
First Trust Direct Indexing first reported a position in Southern Copper in Q4 2020 and held it in 9 quarters.
First Trust Direct Indexing's Southern Copper position peaked at $720K in Q2 2021.
631 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

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