First Trust Direct Indexing’s SolarEdge SEDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-660	Closed	-$201K	–	741
2023 Q1	$201K	Buy	+660	New	+$201K	0.02%	650
2021 Q1	–	Sell	-25	Closed	-$8K	–	885
2020 Q4	$8K	Buy	+25	New	+$6.91K	﹤0.01%	962

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Direct Indexing's SEDG Position: Q2 2023 in Review

First Trust Direct Indexing sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 660 shares — an estimated $201K sold.

First Trust Direct Indexing first reported a position in SEDG in Q4 2020 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 670 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

First Trust Direct Indexing reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 660 SolarEdge shares in Q2 2023, an estimated $201K.
First Trust Direct Indexing first reported a position in SolarEdge in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's SolarEdge position peaked at $201K in Q1 2023.
670 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.