First Trust Direct Indexing’s United Airlines UAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,844	Closed	-$448K	–	866
2024 Q3	$448K	Buy	7,844 +821	+12%	+$38K	0.02%	581
2024 Q2	$342K	Buy	7,023 +2,132	+44%	+$107K	0.02%	612
2024 Q1	$234K	Sell	4,891 -339	-6%	-$14.5K	0.02%	681
2023 Q4	$216K	Buy	5,230 +393	+8%	+$15.5K	0.02%	688
2023 Q3	$205K	Sell	4,837 -646	-12%	-$32.7K	0.02%	645
2023 Q2	$301K	Sell	5,483 -150	-3%	-$7.08K	0.03%	546
2023 Q1	$249K	Buy	+5,633	New	+$270K	0.03%	598
2022 Q4	–	Sell	-6,641	Closed	-$216K	–	708
2022 Q3	$216K	Buy	+6,641	New	+$247K	0.03%	562

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of United Airlines (UAL) in Q4 2024, closing a stake of 7,844 shares — an estimated $448K sold.

First Trust Direct Indexing first reported a position in UAL in Q3 2022 and held it in 8 quarters. The position peaked at $448K in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

First Trust Direct Indexing reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 7,844 United Airlines shares in Q4 2024, an estimated $448K.
First Trust Direct Indexing first reported a position in United Airlines in Q3 2022 and held it in 8 quarters.
First Trust Direct Indexing's United Airlines position peaked at $448K in Q3 2024.
858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

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