FTDI
WEX icon

First Trust Direct Indexing’s WEX WEX Stock Holding History

First Trust Direct Indexing’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,573
Closed -$330K – 926
2024
Q3 		$330K Buy
1,573
+149
+10% +$27.8K 0.02% 691
2024
Q2 		$252K Buy
1,424
+163
+13% +$33.2K 0.02% 735
2024
Q1 		$300K Buy
1,261
+36
+3% +$7.75K 0.02% 610
2023
Q4 		$238K Buy
1,225
+134
+12% +$24.3K 0.02% 651
2023
Q3 		$205K Buy
+1,091
New +$211K 0.02% 643
2023
Q2 		– Sell
-1,098
Closed -$202K – 744
2023
Q1 		$202K Buy
+1,098
New +$200K 0.02% 649
2022
Q2 		– Sell
-1,164
Closed -$208K – 701
2022
Q1 		$208K Buy
+1,164
New +$190K 0.03% 618
2021
Q1 		– Sell
-25
Closed -$5K – 994
2020
Q4 		$5K Buy
+25
New +$4.21K ﹤0.01% 1028

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return