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First Trust Direct Indexing’s United Microelectronic UMC Stock Holding History

First Trust Direct Indexing’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-178,086
Closed -$1.5M – 872
2024
Q3 		$1.5M Buy
178,086
+4,545
+3% +$38K 0.08% 255
2024
Q2 		$1.52M Buy
173,541
+2,673
+2% +$22K 0.09% 217
2024
Q1 		$1.38M Sell
170,868
-18,261
-10% -$145K 0.1% 213
2023
Q4 		$1.6M Buy
189,129
+23,290
+14% +$177K 0.14% 162
2023
Q3 		$1.17M Buy
165,839
+10,099
+6% +$73.2K 0.13% 171
2023
Q2 		$1.23M Sell
155,740
-115,195
-43% -$949K 0.14% 167
2023
Q1 		$2.37M Sell
270,935
-281
-0.1% -$2.28K 0.28% 67
2022
Q4 		$1.77M Buy
271,216
+30,160
+13% +$200K 0.23% 101
2022
Q3 		$1.34M Sell
241,056
-32,667
-12% -$216K 0.2% 126
2022
Q2 		$1.85M Buy
273,723
+45,253
+20% +$371K 0.26% 81
2022
Q1 		$2.08M Buy
228,470
+5,555
+2% +$55K 0.25% 75
2021
Q4 		$2.61M Buy
222,915
+39,427
+21% +$439K 0.34% 55
2021
Q3 		$2.1M Sell
183,488
-58,928
-24% -$632K 0.3% 61
2021
Q2 		$2.29M Buy
242,416
+135,263
+126% +$1.27M 0.34% 54
2021
Q1 		$976K Buy
107,153
+1,570
+1% +$14.5K 0.26% 98
2020
Q4 		$890K Buy
+105,583
New +$689K 0.24% 99

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Direct Indexing sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 178,086 shares — an estimated $1.5M sold.

First Trust Direct Indexing first reported a position in UMC in Q4 2020 and held it in 16 quarters. The position peaked at $2.61M in Q4 2021. 252 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 178,086 United Microelectronic shares in Q4 2024, an estimated $1.5M.
  • First Trust Direct Indexing first reported a position in United Microelectronic in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's United Microelectronic position peaked at $2.61M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

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