First Trust Direct Indexing’s Snap-on SNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,348
Closed -$391K 771
2024
Q3
$391K Buy
1,348
+140
+12% +$38.6K 0.02% 633
2024
Q2
$316K Buy
1,208
+123
+11% +$33.8K 0.02% 655
2024
Q1
$321K Buy
1,085
+143
+15% +$40.6K 0.02% 595
2023
Q4
$272K Buy
942
+141
+18% +$38K 0.02% 612
2023
Q3
$204K Buy
801
+9
+1% +$2.43K 0.02% 646
2023
Q2
$228K Buy
+792
New +$205K 0.03% 625

Other funds holding SNA

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

First Trust Direct Indexing sold out of Snap-on (SNA) in Q4 2024, closing a stake of 1,348 shares — an estimated $391K sold.

First Trust Direct Indexing first reported a position in SNA in Q2 2023 and held it in 6 quarters. The position peaked at $391K in Q3 2024. 948 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Snap-on position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,348 Snap-on shares in Q4 2024, an estimated $391K.
  • First Trust Direct Indexing first reported a position in Snap-on in Q2 2023 and held it in 6 quarters.
  • First Trust Direct Indexing's Snap-on position peaked at $391K in Q3 2024.
  • 948 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

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