First Trust Direct Indexing
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First Trust Direct Indexing’s Shinhan Financial Group SHG Stock Holding History

First Trust Direct Indexing’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,997
Closed -$932K – 758
2024
Q3 		$932K Sell
21,997
-1,307
-6% -$53.5K 0.05% 370
2024
Q2 		$811K Sell
23,304
-853
-4% -$28.7K 0.05% 369
2024
Q1 		$857K Sell
24,157
-25,621
-51% -$828K 0.06% 329
2023
Q4 		$1.53M Sell
49,778
-4,467
-8% -$123K 0.14% 169
2023
Q3 		$1.44M Buy
54,245
+2,699
+5% +$72.4K 0.16% 135
2023
Q2 		$1.34M Buy
51,546
+8,132
+19% +$216K 0.15% 154
2023
Q1 		$1.17M Sell
43,414
-2,237
-5% -$68.3K 0.14% 176
2022
Q4 		$1.28M Sell
45,651
-4,642
-9% -$125K 0.17% 151
2022
Q3 		$1.16M Sell
50,293
-3,326
-6% -$88.1K 0.17% 148
2022
Q2 		$1.53M Buy
53,619
+7,254
+16% +$236K 0.21% 109
2022
Q1 		$1.55M Buy
46,365
+2,261
+5% +$73.1K 0.19% 120
2021
Q4 		$1.36M Buy
44,104
+408
+0.9% +$13.1K 0.18% 133
2021
Q3 		$1.47M Buy
43,696
+2,371
+6% +$79.3K 0.21% 104
2021
Q2 		$1.48M Buy
41,325
+21,215
+105% +$762K 0.22% 103
2021
Q1 		$674K Buy
20,110
+694
+4% +$21K 0.18% 167
2020
Q4 		$578K Buy
+19,416
New +$554K 0.16% 165

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Shinhan Financial Group (SHG) in Q4 2024, closing a stake of 21,997 shares — an estimated $932K sold.

First Trust Direct Indexing first reported a position in SHG in Q4 2020 and held it in 16 quarters. The position peaked at $1.55M in Q1 2022. 210 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Shinhan Financial Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 21,997 Shinhan Financial Group shares in Q4 2024, an estimated $932K.
  • First Trust Direct Indexing first reported a position in Shinhan Financial Group in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Shinhan Financial Group position peaked at $1.55M in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

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