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First Trust Direct Indexing’s Veralto VLTO Stock Holding History

First Trust Direct Indexing’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,810
Closed -$650K – 895
2024
Q3 		$650K Buy
5,810
+1,466
+34% +$155K 0.03% 465
2024
Q2 		$415K Buy
4,344
+1,299
+43% +$124K 0.03% 550
2024
Q1 		$270K Buy
3,045
+414
+16% +$34.3K 0.02% 641
2023
Q4 		$216K Buy
+2,631
New +$196K 0.02% 684

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Veralto (VLTO) in Q4 2024, closing a stake of 5,810 shares — an estimated $650K sold.

First Trust Direct Indexing first reported a position in VLTO in Q4 2023 and held it in 4 quarters. The position peaked at $650K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,810 Veralto shares in Q4 2024, an estimated $650K.
  • First Trust Direct Indexing first reported a position in Veralto in Q4 2023 and held it in 4 quarters.
  • First Trust Direct Indexing's Veralto position peaked at $650K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

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