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First Trust Direct Indexing’s Sumitomo Mitsui Financial SMFG Stock Holding History

First Trust Direct Indexing’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-305,204
Closed -$3.85M – 769
2024
Q3 		$3.85M Sell
305,204
-2,171
-0.7% -$28.7K 0.21% 87
2024
Q2 		$4.12M Buy
307,375
+5,129
+2% +$62.1K 0.25% 77
2024
Q1 		$3.56M Sell
302,246
-6,250
-2% -$67K 0.26% 69
2023
Q4 		$2.99M Buy
308,496
+34,442
+13% +$334K 0.27% 73
2023
Q3 		$2.7M Buy
274,054
+706
+0.3% +$6.53K 0.31% 54
2023
Q2 		$2.35M Sell
273,348
-7,581
-3% -$62.6K 0.26% 76
2023
Q1 		$2.25M Buy
280,929
+8,324
+3% +$70.4K 0.27% 81
2022
Q4 		$2.19M Sell
272,605
-21,770
-7% -$139K 0.29% 77
2022
Q3 		$1.62M Buy
294,375
+96,030
+48% +$579K 0.24% 94
2022
Q2 		$1.17M Buy
198,345
+71,395
+56% +$431K 0.16% 162
2022
Q1 		$796K Buy
126,950
+57,801
+84% +$412K 0.1% 264
2021
Q4 		$470K Buy
69,149
+2,532
+4% +$17.1K 0.06% 368
2021
Q3 		$467K Sell
66,617
-18,515
-22% -$129K 0.07% 366
2021
Q2 		$587K Buy
85,132
+45,786
+116% +$328K 0.09% 292
2021
Q1 		$285K Sell
39,346
-7,812
-17% -$54.4K 0.08% 317
2020
Q4 		$291K Buy
+47,158
New +$277K 0.08% 292

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 305,204 shares — an estimated $3.85M sold.

First Trust Direct Indexing first reported a position in SMFG in Q4 2020 and held it in 16 quarters. The position peaked at $4.12M in Q2 2024. 347 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 305,204 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $3.85M.
  • First Trust Direct Indexing first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Sumitomo Mitsui Financial position peaked at $4.12M in Q2 2024.
  • 347 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

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