First Trust Direct Indexing’s Two Harbors Investment TWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,110	Closed	-$68K	–	707
2022 Q3	$68K	Sell	5,110 -83	-2%	-$1.61K	0.01%	636
2022 Q2	$103K	Hold	5,193	–	–	0.01%	618
2022 Q1	$115K	Sell	5,193 -117	-2%	-$2.54K	0.01%	652
2021 Q4	$123K	Buy	5,310 +1,423	+37%	+$35.5K	0.02%	635
2021 Q3	$99K	Buy	3,887 +1,042	+37%	+$27.3K	0.01%	631
2021 Q2	$86K	Buy	+2,845	New	+$84.7K	0.01%	582

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 5,110 shares — an estimated $68K sold.

First Trust Direct Indexing first reported a position in TWO in Q2 2021 and held it in 6 quarters. The position peaked at $123K in Q4 2021. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

First Trust Direct Indexing reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
First Trust Direct Indexing sold 5,110 Two Harbors Investment shares in Q4 2022, an estimated $68K.
First Trust Direct Indexing first reported a position in Two Harbors Investment in Q2 2021 and held it in 6 quarters.
First Trust Direct Indexing's Two Harbors Investment position peaked at $123K in Q4 2021.
195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

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