First Trust Direct Indexing’s Woodside Energy WDS Stock Holding History

First Trust Direct Indexing’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-45,073	Closed	-$777K	–	923
2024 Q3	$777K	Sell	45,073 -1,718	-4%	-$30.5K	0.04%	426
2024 Q2	$880K	Sell	46,791 -9,230	-16%	-$172K	0.05%	339
2024 Q1	$1.12M	Buy	56,021 +10,655	+23%	+$216K	0.08%	274
2023 Q4	$957K	Sell	45,366 -6,703	-13%	-$143K	0.09%	267
2023 Q3	$1.21M	Sell	52,069 -4,367	-8%	-$106K	0.14%	168
2023 Q2	$1.31M	Sell	56,436 -1,370	-2%	-$31.4K	0.15%	157
2023 Q1	$1.3M	Buy	57,806 +1,098	+2%	+$26.4K	0.15%	160
2022 Q4	$1.37M	Buy	56,708 +1,986	+4%	+$47.1K	0.18%	134
2022 Q3	$1.1M	Buy	54,722 +5,255	+11%	+$116K	0.16%	164
2022 Q2	$1.07M	Buy	+49,467	New	+$1.12M	0.15%	180

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 45,073 shares — an estimated $777K sold.

First Trust Direct Indexing first reported a position in WDS in Q2 2022 and held it in 10 quarters. The position peaked at $1.37M in Q4 2022. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

First Trust Direct Indexing reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 45,073 Woodside Energy shares in Q4 2024, an estimated $777K.
First Trust Direct Indexing first reported a position in Woodside Energy in Q2 2022 and held it in 10 quarters.
First Trust Direct Indexing's Woodside Energy position peaked at $1.37M in Q4 2022.
274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

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