FTDI
VOYA icon

First Trust Direct Indexing’s Voya Financial VOYA Stock Holding History

First Trust Direct Indexing’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,291
Closed -$261K – 902
2024
Q3 		$261K Buy
3,291
+210
+7% +$15K 0.01% 804
2024
Q2 		$219K Buy
+3,081
New +$222K 0.01% 798

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Voya Financial (VOYA) in Q4 2024, closing a stake of 3,291 shares — an estimated $261K sold.

First Trust Direct Indexing first reported a position in VOYA in Q2 2024 and held it in 2 quarters. The position peaked at $261K in Q3 2024. 415 funds tracked by Wall St. Rank hold VOYA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Voya Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,291 Voya Financial shares in Q4 2024, an estimated $261K.
  • First Trust Direct Indexing first reported a position in Voya Financial in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Voya Financial position peaked at $261K in Q3 2024.
  • 415 funds tracked by Wall St. Rank held Voya Financial as of Q4 2024.

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