FTDI
UNIT

First Trust Direct Indexing’s Uniti Group UNIT Stock Holding History

First Trust Direct Indexing’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,121
Closed -$29.6K – 1009
2024
Q2 		$29.6K Buy
+10,121
New +$42.4K ﹤0.01% 910
2021
Q1 		– Sell
-6,535
Closed -$77K – 961
2020
Q4 		$77K Buy
+6,535
New +$68.1K 0.02% 608

Other funds holding UNIT

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

First Trust Direct Indexing's UNIT Position: Q3 2024 in Review

First Trust Direct Indexing sold out of Uniti Group (UNIT) in Q3 2024, closing a stake of 10,121 shares — an estimated $29.6K sold.

First Trust Direct Indexing first reported a position in UNIT in Q4 2020 and held it in 2 quarters. The position peaked at $77K in Q4 2020. 337 funds tracked by Wall St. Rank hold UNIT as of Q3 2024.

  • First Trust Direct Indexing reported no remaining Uniti Group position as of Q3 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,121 Uniti Group shares in Q3 2024, an estimated $29.6K.
  • First Trust Direct Indexing first reported a position in Uniti Group in Q4 2020 and held it in 2 quarters.
  • First Trust Direct Indexing's Uniti Group position peaked at $77K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Uniti Group as of Q3 2024.

Based on First Trust Direct Indexing's 13F filing for Q3 2024, filed 25 Oct 2024.