First Trust Direct Indexing’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,373	Closed	-$274K	–	755
2024 Q3	$274K	Buy	4,373 +342	+8%	+$19.5K	0.01%	780
2024 Q2	$226K	Buy	+4,031	New	+$214K	0.01%	778
2021 Q1	–	Sell	-194	Closed	-$7K	–	887
2020 Q4	$7K	Buy	+194	New	+$5.76K	﹤0.01%	975

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Stifel (SF) in Q4 2024, closing a stake of 4,373 shares — an estimated $274K sold.

First Trust Direct Indexing first reported a position in SF in Q4 2020 and held it in 3 quarters. The position peaked at $274K in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

First Trust Direct Indexing reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 4,373 Stifel shares in Q4 2024, an estimated $274K.
First Trust Direct Indexing first reported a position in Stifel in Q4 2020 and held it in 3 quarters.
First Trust Direct Indexing's Stifel position peaked at $274K in Q3 2024.
509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

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