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First Trust Direct Indexing’s SPX Corp SPXC Stock Holding History

First Trust Direct Indexing’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,945
Closed -$310K – 788
2024
Q3 		$310K Buy
1,945
+27
+1% +$4.07K 0.02% 718
2024
Q2 		$273K Buy
1,918
+266
+16% +$35.1K 0.02% 698
2024
Q1 		$203K Buy
+1,652
New +$179K 0.02% 734
2021
Q1 		– Sell
-1,584
Closed -$86K – 907
2020
Q4 		$86K Buy
+1,584
New +$79.5K 0.02% 563

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 1,945 shares — an estimated $310K sold.

First Trust Direct Indexing first reported a position in SPXC in Q4 2020 and held it in 4 quarters. The position peaked at $310K in Q3 2024. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,945 SPX Corp shares in Q4 2024, an estimated $310K.
  • First Trust Direct Indexing first reported a position in SPX Corp in Q4 2020 and held it in 4 quarters.
  • First Trust Direct Indexing's SPX Corp position peaked at $310K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

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