First Trust Direct Indexing’s Emeren Group SOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,376	Closed	-$35K	–	773
2023 Q3	$35K	Hold	11,376	–	–	﹤0.01%	693
2023 Q2	$43.1K	Buy	+11,376	New	+$44.1K	﹤0.01%	705
2022 Q2	–	Sell	-22,436	Closed	-$130K	–	692
2022 Q1	$130K	Buy	+22,436	New	+$132K	0.02%	646

Other funds holding SOL

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Trust Direct Indexing's SOL Position: Q4 2023 in Review

First Trust Direct Indexing sold out of Emeren Group (SOL) in Q4 2023, closing a stake of 11,376 shares — an estimated $35K sold.

First Trust Direct Indexing first reported a position in SOL in Q1 2022 and held it in 3 quarters. The position peaked at $130K in Q1 2022. 64 funds tracked by Wall St. Rank hold SOL as of Q4 2023.

First Trust Direct Indexing reported no remaining Emeren Group position as of Q4 2023 after selling out during the quarter.
First Trust Direct Indexing sold 11,376 Emeren Group shares in Q4 2023, an estimated $35K.
First Trust Direct Indexing first reported a position in Emeren Group in Q1 2022 and held it in 3 quarters.
First Trust Direct Indexing's Emeren Group position peaked at $130K in Q1 2022.
64 funds tracked by Wall St. Rank held Emeren Group as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.