First Trust Direct Indexing’s Telus TU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,209	Closed	-$262K	–	706
2022 Q3	$262K	Buy	13,209 +3,384	+34%	+$75.6K	0.04%	503
2022 Q2	$219K	Buy	9,825 +920	+10%	+$22.8K	0.03%	557
2022 Q1	$233K	Buy	+8,905	New	+$220K	0.03%	583

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

First Trust Direct Indexing's TU Position: Q4 2022 in Review

First Trust Direct Indexing sold out of Telus (TU) in Q4 2022, closing a stake of 13,209 shares — an estimated $262K sold.

First Trust Direct Indexing first reported a position in TU in Q1 2022 and held it in 3 quarters. The position peaked at $262K in Q3 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

First Trust Direct Indexing reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
First Trust Direct Indexing sold 13,209 Telus shares in Q4 2022, an estimated $262K.
First Trust Direct Indexing first reported a position in Telus in Q1 2022 and held it in 3 quarters.
First Trust Direct Indexing's Telus position peaked at $262K in Q3 2022.
321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on First Trust Direct Indexing's 13F filing for Q4 2022, filed 20 Jan 2023.