First Trust Direct Indexing’s Sun Life Financial SLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,060	Closed	-$584K	–	766
2024 Q3	$584K	Buy	10,060 +2,280	+29%	+$119K	0.03%	499
2024 Q2	$381K	Sell	7,780 -833	-10%	-$42.3K	0.02%	574
2024 Q1	$470K	Buy	8,613 +880	+11%	+$46.6K	0.04%	486
2023 Q4	$401K	Buy	7,733 +697	+10%	+$34.3K	0.04%	501
2023 Q3	$343K	Buy	7,036 +1,632	+30%	+$81.8K	0.04%	484
2023 Q2	$282K	Sell	5,404 -339	-6%	-$16.7K	0.03%	562
2023 Q1	$268K	Buy	5,743 +1,198	+26%	+$57.7K	0.03%	572
2022 Q4	$211K	Sell	4,545 -492	-10%	-$21.8K	0.03%	615
2022 Q3	$200K	Buy	5,037 +644	+15%	+$28.9K	0.03%	592
2022 Q2	$201K	Buy	4,393 +167	+4%	+$8.32K	0.03%	584
2022 Q1	$236K	Buy	+4,226	New	+$233K	0.03%	578

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Trust Direct Indexing sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 10,060 shares — an estimated $584K sold.

First Trust Direct Indexing first reported a position in SLF in Q1 2022 and held it in 11 quarters. The position peaked at $584K in Q3 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

First Trust Direct Indexing reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 10,060 Sun Life Financial shares in Q4 2024, an estimated $584K.
First Trust Direct Indexing first reported a position in Sun Life Financial in Q1 2022 and held it in 11 quarters.
First Trust Direct Indexing's Sun Life Financial position peaked at $584K in Q3 2024.
441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

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