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First Trust Direct Indexing’s West Fraser Timber WFG Stock Holding History

First Trust Direct Indexing’s Portfolio WFG Stock Details WFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,052
Closed -$395K – 929
2024
Q3 		$395K Sell
4,052
-1,155
-22% -$99K 0.02% 625
2024
Q2 		$400K Buy
5,207
+22
+0.4% +$1.75K 0.02% 565
2024
Q1 		$448K Buy
5,185
+1,392
+37% +$114K 0.03% 497
2023
Q4 		$325K Buy
3,793
+54
+1% +$4K 0.03% 565
2023
Q3 		$271K Sell
3,739
-32
-0.8% -$2.52K 0.03% 548
2023
Q2 		$324K Sell
3,771
-152
-4% -$11.5K 0.04% 528
2023
Q1 		$279K Hold
3,923
– – 0.03% 558
2022
Q4 		$284K Buy
3,923
+48
+1% +$3.66K 0.04% 524
2022
Q3 		$281K Buy
3,875
+17
+0.4% +$1.48K 0.04% 486
2022
Q2 		$296K Buy
3,858
+15
+0.4% +$1.26K 0.04% 475
2022
Q1 		$317K Sell
3,843
-97
-2% -$9.11K 0.04% 487
2021
Q4 		$376K Sell
3,940
-15
-0.4% -$1.3K 0.05% 435
2021
Q3 		$333K Hold
3,955
– – 0.05% 447
2021
Q2 		$283K Buy
+3,955
New +$304K 0.04% 474

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

First Trust Direct Indexing sold out of West Fraser Timber (WFG) in Q4 2024, closing a stake of 4,052 shares — an estimated $395K sold.

First Trust Direct Indexing first reported a position in WFG in Q2 2021 and held it in 14 quarters. The position peaked at $448K in Q1 2024. 212 funds tracked by Wall St. Rank hold WFG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining West Fraser Timber position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,052 West Fraser Timber shares in Q4 2024, an estimated $395K.
  • First Trust Direct Indexing first reported a position in West Fraser Timber in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's West Fraser Timber position peaked at $448K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2024.

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