First Trust Direct Indexing’s Western Union WU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,391	Closed	-$134K	–	742
2023 Q2	$134K	Buy	+11,391	New	+$131K	0.01%	678
2021 Q1	–	Sell	-172	Closed	-$4K	–	1007
2020 Q4	$4K	Buy	+172	New	+$3.73K	﹤0.01%	1059

Other funds holding WU

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Direct Indexing's WU Position: Q3 2023 in Review

First Trust Direct Indexing sold out of Western Union (WU) in Q3 2023, closing a stake of 11,391 shares — an estimated $134K sold.

First Trust Direct Indexing first reported a position in WU in Q4 2020 and held it in 2 quarters. The position peaked at $134K in Q2 2023. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

First Trust Direct Indexing reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
First Trust Direct Indexing sold 11,391 Western Union shares in Q3 2023, an estimated $134K.
First Trust Direct Indexing first reported a position in Western Union in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Western Union position peaked at $134K in Q2 2023.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on First Trust Direct Indexing's 13F filing for Q3 2023, filed 30 Oct 2023.