FTDI
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First Trust Direct Indexing’s Xylem XYL Stock Holding History

First Trust Direct Indexing’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,070
Closed -$1.22M – 956
2024
Q3 		$1.22M Buy
9,070
+78
+0.9% +$10.4K 0.07% 301
2024
Q2 		$1.22M Buy
8,992
+1,080
+14% +$147K 0.08% 272
2024
Q1 		$1.02M Buy
7,912
+469
+6% +$56.7K 0.08% 291
2023
Q4 		$851K Buy
7,443
+2,941
+65% +$294K 0.08% 304
2023
Q3 		$410K Sell
4,502
-506
-10% -$52.2K 0.05% 445
2023
Q2 		$564K Buy
5,008
+2,059
+70% +$218K 0.06% 375
2023
Q1 		$309K Buy
2,949
+94
+3% +$9.82K 0.04% 533
2022
Q4 		$316K Sell
2,855
-287
-9% -$30.1K 0.04% 495
2022
Q3 		$274K Sell
3,142
-491
-14% -$44.6K 0.04% 493
2022
Q2 		$284K Sell
3,633
-168
-4% -$13.9K 0.04% 486
2022
Q1 		$324K Buy
3,801
+518
+16% +$49.6K 0.04% 481
2021
Q4 		$394K Buy
3,283
+12
+0.4% +$1.49K 0.05% 418
2021
Q3 		$405K Buy
+3,271
New +$421K 0.06% 397

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Xylem (XYL) in Q4 2024, closing a stake of 9,070 shares — an estimated $1.22M sold.

First Trust Direct Indexing first reported a position in XYL in Q3 2021 and held it in 13 quarters. The position peaked at $1.22M in Q3 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,070 Xylem shares in Q4 2024, an estimated $1.22M.
  • First Trust Direct Indexing first reported a position in Xylem in Q3 2021 and held it in 13 quarters.
  • First Trust Direct Indexing's Xylem position peaked at $1.22M in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

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