FTDI
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First Trust Direct Indexing’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Trust Direct Indexing’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,655
Closed -$725K – 913
2024
Q3 		$725K Buy
5,655
+2,642
+88% +$326K 0.04% 445
2024
Q2 		$357K Buy
+3,013
New +$357K 0.02% 594

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 5,655 shares — an estimated $725K sold.

First Trust Direct Indexing first reported a position in VYM in Q2 2024 and held it in 2 quarters. The position peaked at $725K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,655 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $725K.
  • First Trust Direct Indexing first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Vanguard High Dividend Yield ETF position peaked at $725K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

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