First Trust Direct Indexing’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-97,809	Closed	-$5.53M	–	927
2024 Q3	$5.53M	Buy	97,809 +11,054	+13%	+$625K	0.3%	60
2024 Q2	$5.15M	Buy	86,755 +7,748	+10%	+$457K	0.32%	52
2024 Q1	$4.58M	Buy	79,007 +6,283	+9%	+$329K	0.34%	49
2023 Q4	$3.58M	Buy	72,724 +9,522	+15%	+$411K	0.32%	53
2023 Q3	$2.58M	Buy	63,202 +1,552	+3%	+$67K	0.3%	61
2023 Q2	$2.63M	Buy	61,650 +5,719	+10%	+$230K	0.29%	55
2023 Q1	$2.09M	Sell	55,931 -917	-2%	-$40K	0.25%	96
2022 Q4	$2.35M	Sell	56,848 -1,674	-3%	-$74.1K	0.31%	66
2022 Q3	$2.35M	Buy	58,522 +2,457	+4%	+$106K	0.34%	47
2022 Q2	$2.2M	Buy	56,065 +6,275	+13%	+$275K	0.31%	65
2022 Q1	$2.41M	Buy	49,790 +2,195	+5%	+$117K	0.29%	62
2021 Q4	$2.28M	Buy	47,595 +1,842	+4%	+$90.7K	0.3%	63
2021 Q3	$2.12M	Buy	45,753 +4,665	+11%	+$216K	0.3%	60
2021 Q2	$1.86M	Buy	41,088 +8,705	+27%	+$389K	0.28%	78
2021 Q1	$1.26M	Buy	32,383 +540	+2%	+$19.1K	0.34%	70
2020 Q4	$961K	Buy	+31,843	New	+$824K	0.26%	80

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 97,809 shares — an estimated $5.53M sold.

First Trust Direct Indexing first reported a position in WFC in Q4 2020 and held it in 16 quarters. The position peaked at $5.53M in Q3 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

First Trust Direct Indexing reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 97,809 Wells Fargo shares in Q4 2024, an estimated $5.53M.
First Trust Direct Indexing first reported a position in Wells Fargo in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Wells Fargo position peaked at $5.53M in Q3 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

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